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

Riverchase Wealth Management’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	-83,021	Closed	-$2.09M	–	75
2025 Q3	$2.09M	Sell	83,021 -933	-1%	-$23.5K	1.18%	18
2025 Q2	$2.11M	Buy	83,954 +4,207	+5%	+$106K	1.34%	15
2025 Q1	$2.01M	Buy	79,747 +2,721	+4%	+$68.3K	1.4%	15
2024 Q4	$1.93M	Buy	+77,026	New	+$1.93M	1.44%	15

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Riverchase Wealth Management's IBDQ Position: Q4 2025 in Review

Riverchase Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 83,021 shares — an estimated $2.09M sold.

Riverchase Wealth Management first reported a position in IBDQ in Q4 2024 and held it in 4 quarters. The position peaked at $2.11M in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Riverchase Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Riverchase Wealth Management sold 83,021 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $2.09M.
Riverchase Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 4 quarters.
Riverchase Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.11M in Q2 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Riverchase Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.