Robinson Smith Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Robinson Smith Wealth Advisors’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	-12,208	Closed	-$308K	–	87
2025 Q3	$308K	Hold	12,208	–	–	0.22%	68
2025 Q2	$307K	Sell	12,208 -2,802	-19%	-$70.4K	0.25%	60
2025 Q1	$378K	Sell	15,010 -11,347	-43%	-$285K	0.32%	60
2024 Q4	$660K	Hold	26,357	–	–	0.56%	38
2024 Q3	$662K	Hold	26,357	–	–	0.56%	38
2024 Q2	$655K	Hold	26,357	–	–	0.58%	42
2024 Q1	$654K	Hold	26,357	–	–	0.63%	42
2023 Q4	$653K	Buy	+26,357	New	+$646K	0.64%	42

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

Robinson Smith Wealth Advisors's IBDQ Position: Q4 2025 in Review

Robinson Smith Wealth Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 12,208 shares — an estimated $308K sold.

Robinson Smith Wealth Advisors first reported a position in IBDQ in Q4 2023 and held it in 8 quarters. The position peaked at $662K in Q3 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Robinson Smith Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Robinson Smith Wealth Advisors sold 12,208 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $308K.
Robinson Smith Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
Robinson Smith Wealth Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $662K in Q3 2024.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Robinson Smith Wealth Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.