RBC
IBDQ

Roble Belko & Company’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Roble Belko & Company’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
-39,023
Closed -$983K – 478
2025
Q3 		$983K Sell
39,023
-1,226
-3% -$30.8K 0.13% 53
2025
Q2 		$1.01M Buy
40,249
+1
+0% +$25 0.15% 51
2025
Q1 		$1.01M Buy
40,248
+1
+0% +$25 0.16% 50
2024
Q4 		$1.01M Buy
40,247
+4,593
+13% +$115K 0.16% 50
2024
Q3 		$895K Buy
35,654
+770
+2% +$19.2K 0.14% 55
2024
Q2 		$867K Buy
34,884
+1
+0% +$25 0.15% 55
2024
Q1 		$865K Buy
34,883
+1
+0% +$25 0.15% 54
2023
Q4 		$864K Buy
34,882
+12,561
+56% +$308K 0.16% 49
2023
Q3 		$544K Buy
22,321
+3,481
+18% +$84.9K 0.11% 60
2023
Q2 		$459K Hold
18,840
– – 0.09% 60
2023
Q1 		$462K Hold
18,840
– – 0.09% 63
2022
Q4 		$458K Buy
18,840
+2,056
+12% +$49.8K 0.1% 68
2022
Q3 		$405K Buy
16,784
+6,200
+59% +$153K 0.1% 69
2022
Q2 		$261K Hold
10,584
– – 0.06% 78
2022
Q1 		$267K Hold
10,584
– – 0.05% 82
2021
Q4 		$280K Hold
10,584
– – 0.05% 80
2021
Q3 		$284K Hold
10,584
– – 0.06% 71
2021
Q2 		$286K Hold
10,584
– – 0.06% 77
2021
Q1 		$284K Hold
10,584
– – 0.07% 71
2020
Q4 		$290K Hold
10,584
– – 0.08% 66
2020
Q3 		$287K Hold
10,584
– – 0.08% 67
2020
Q2 		$286K Hold
10,584
– – 0.09% 66
2020
Q1 		$264K Hold
10,584
– – 0.09% 73
2019
Q4 		$275K Hold
10,584
– – 0.08% 75
2019
Q3 		$274K Hold
10,584
– – 0.08% 67
2019
Q2 		$271K Hold
10,584
– – 0.08% 66
2019
Q1 		$263K Hold
10,584
– – 0.09% 63
2018
Q4 		$250K Buy
+10,584
New +$250K 0.1% 64

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

Roble Belko & Company's IBDQ Position: Q4 2025 in Review

Roble Belko & Company sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 39,023 shares — an estimated $983K sold.

Roble Belko & Company first reported a position in IBDQ in Q4 2018 and held it in 28 quarters. The position peaked at $1.01M in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Roble Belko & Company reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Roble Belko & Company sold 39,023 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $983K.
  • Roble Belko & Company first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2018 and held it in 28 quarters.
  • Roble Belko & Company's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.01M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Roble Belko & Company's 13F filing for Q4 2025, filed 12 Jan 2026.