Ritholtz Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-10,302
| Closed | -$260K | – | 1144 |
|
|
2025
Q3 | $260K | Sell |
10,302
-10,348
| -50% | -$260K | 0.01% | 895 |
|
|
2025
Q2 | $520K | Sell |
20,650
-2,676
| -11% | -$67.2K | 0.01% | 632 |
|
|
2025
Q1 | $587K | Sell |
23,326
-1,327
| -5% | -$33.3K | 0.02% | 549 |
|
|
2024
Q4 | $618K | Sell |
24,653
-760
| -3% | -$19K | 0.02% | 507 |
|
|
2024
Q3 | $638K | Sell |
25,413
-28,259
| -53% | -$705K | 0.02% | 497 |
|
|
2024
Q2 | $1.33M | Sell |
53,672
-1,181
| -2% | -$29.3K | 0.04% | 277 |
|
|
2024
Q1 | $1.36M | Sell |
54,853
-2,460
| -4% | -$60.9K | 0.05% | 281 |
|
|
2023
Q4 | $1.42M | Sell |
57,313
-523
| -0.9% | -$12.8K | 0.06% | 229 |
|
|
2023
Q3 | $1.41M | Sell |
57,836
-72
| -0.1% | -$1.76K | 0.06% | 205 |
|
|
2023
Q2 | $1.41M | Sell |
57,908
-7,503
| -11% | -$184K | 0.06% | 202 |
|
|
2023
Q1 | $1.6M | Sell |
65,411
-65,238
| -50% | -$1.59M | 0.08% | 161 |
|
|
2022
Q4 | $3.18M | Sell |
130,649
-34,116
| -21% | -$826K | 0.18% | 87 |
|
|
2022
Q3 | $3.98M | Buy |
164,765
+426
| +0.3% | +$10.5K | 0.21% | 64 |
|
|
2022
Q2 | $4.06M | Buy |
164,339
+21,997
| +15% | +$548K | 0.26% | 47 |
|
|
2022
Q1 | $3.59M | Buy |
142,342
+62,897
| +79% | +$1.62M | 0.24% | 47 |
|
|
2021
Q4 | $2.1M | Sell |
79,445
-3,548
| -4% | -$94.3K | 0.13% | 77 |
|
|
2021
Q3 | $2.23M | Hold |
82,993
| – | – | 0.15% | 66 |
|
|
2021
Q2 | $2.24M | Buy |
82,993
+29,793
| +56% | +$804K | 0.16% | 64 |
|
|
2021
Q1 | $1.43M | Buy |
53,200
+27,950
| +111% | +$757K | 0.12% | 81 |
|
|
2020
Q4 | $691K | Buy |
25,250
+12,800
| +103% | +$348K | 0.07% | 120 |
|
|
2020
Q3 | $338K | Buy |
12,450
+1,500
| +14% | +$40.7K | 0.04% | 192 |
|
|
2020
Q2 | $295K | Buy |
+10,950
| New | +$287K | 0.04% | 179 |
|
Other funds holding IBDQ
Ritholtz Wealth Management's IBDQ Position: Q4 2025 in Review
Ritholtz Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 10,302 shares — an estimated $260K sold.
Ritholtz Wealth Management first reported a position in IBDQ in Q2 2020 and held it in 22 quarters. The position peaked at $4.06M in Q2 2022. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.
- Ritholtz Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
- Ritholtz Wealth Management sold 10,302 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $260K.
- Ritholtz Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2020 and held it in 22 quarters.
- Ritholtz Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4.06M in Q2 2022.
- 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.
Based on Ritholtz Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.