RA
IBDQ

Ruggaard & Associates’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Ruggaard & Associates’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
-530,277
Closed -$13.4M – 125
2025
Q3 		$13.4M Sell
530,277
-1,356
-0.3% -$34.1K 5% 6
2025
Q2 		$13.4M Sell
531,633
-549
-0.1% -$13.8K 5.38% 5
2025
Q1 		$13.4M Buy
532,182
+6,496
+1% +$163K 5.86% 5
2024
Q4 		$13.2M Buy
525,686
+10,461
+2% +$262K 5.78% 7
2024
Q3 		$12.9M Buy
515,225
+477,739
+1,274% +$11.9M 5.63% 7
2024
Q2 		$932K Buy
+37,486
New +$929K 0.43% 29

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

Ruggaard & Associates's IBDQ Position: Q4 2025 in Review

Ruggaard & Associates sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 530,277 shares — an estimated $13.4M sold.

Ruggaard & Associates first reported a position in IBDQ in Q2 2024 and held it in 6 quarters. The position peaked at $13.4M in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Ruggaard & Associates reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Ruggaard & Associates sold 530,277 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $13.4M.
  • Ruggaard & Associates first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2024 and held it in 6 quarters.
  • Ruggaard & Associates's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $13.4M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Ruggaard & Associates's 13F filing for Q4 2025, filed 20 Feb 2026.