RW
IBDQ

REDW Wealth’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

REDW Wealth’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-21,094
Closed -$531K – 106
2025
Q3 		$531K Sell
21,094
-11,162
-35% -$281K 0.2% 62
2025
Q2 		$812K Buy
32,256
+8,031
+33% +$202K 0.32% 49
2025
Q1 		$609K Sell
24,225
-19,526
-45% -$490K 0.23% 54
2024
Q4 		$1.1M Sell
43,751
-8,810
-17% -$221K 0.38% 42
2024
Q3 		$1.32M Buy
52,561
+31,994
+156% +$798K 0.34% 48
2024
Q2 		$511K Buy
20,567
+5,081
+33% +$126K 0.13% 83
2024
Q1 		$384K Buy
15,486
+6,137
+66% +$152K 0.1% 101
2023
Q4 		$231K Buy
+9,349
New +$229K 0.07% 137

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

REDW Wealth's IBDQ Position: Q4 2025 in Review

REDW Wealth sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 21,094 shares — an estimated $531K sold.

REDW Wealth first reported a position in IBDQ in Q4 2023 and held it in 8 quarters. The position peaked at $1.32M in Q3 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • REDW Wealth reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • REDW Wealth sold 21,094 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $531K.
  • REDW Wealth first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
  • REDW Wealth's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.32M in Q3 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on REDW Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.