RW
IBDQ

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

RVW Wealth’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
-988,940
Closed -$24.9M – 186
2025
Q3 		$24.9M Sell
988,940
-19,472
-2% -$489K 1.94% 18
2025
Q2 		$25.4M Buy
1,008,412
+44,605
+5% +$1.12M 2.16% 14
2025
Q1 		$24.2M Buy
963,807
+7,620
+0.8% +$191K 2.28% 13
2024
Q4 		$24M Buy
956,187
+90,275
+10% +$2.26M 2.23% 15
2024
Q3 		$21.7M Buy
865,912
+101,457
+13% +$2.53M 2.02% 15
2024
Q2 		$19M Buy
764,455
+32,097
+4% +$795K 1.9% 19
2024
Q1 		$18.2M Sell
732,358
-20,613
-3% -$511K 1.87% 19
2023
Q4 		$18.6M Buy
752,971
+28,864
+4% +$707K 2.05% 17
2023
Q3 		$17.6M Sell
724,107
-58,660
-7% -$1.43M 2.13% 17
2023
Q2 		$19.1M Buy
782,767
+3,823
+0.5% +$93.6K 2.25% 15
2023
Q1 		$19.1M Sell
778,944
-39,025
-5% -$954K 2.37% 16
2022
Q4 		$19.9M Buy
817,969
+397,064
+94% +$9.62M 2.53% 15
2022
Q3 		$10.2M Sell
420,905
-399,223
-49% -$9.85M 1.42% 27
2022
Q2 		$20.3M Sell
820,128
-46,373
-5% -$1.15M 2.71% 13
2022
Q1 		$21.9M Sell
866,501
-13,854
-2% -$357K 2.53% 16
2021
Q4 		$23.3M Sell
880,355
-76,061
-8% -$2.02M 2.6% 15
2021
Q3 		$26M Sell
956,416
-10,669
-1% -$288K 3.13% 13
2021
Q2 		$26M Buy
967,085
+34,011
+4% +$918K 3.25% 11
2021
Q1 		$25M Buy
933,074
+92,469
+11% +$2.5M 3.26% 9
2020
Q4 		$23M Buy
840,605
+147,964
+21% +$4.02M 3.37% 9
2020
Q3 		$18.8M Buy
692,641
+140,225
+25% +$3.81M 3.17% 12
2020
Q2 		$14.9M Buy
552,416
+143,706
+35% +$3.77M 2.72% 15
2020
Q1 		$10.2M Buy
408,710
+29,096
+8% +$750K 2.38% 13
2019
Q4 		$9.85M Buy
379,614
+357,652
+1,629% +$9.25M 2.15% 22
2019
Q3 		$568K Buy
21,962
+1,270
+6% +$32.7K 0.14% 57
2019
Q2 		$530K Hold
20,692
– – 0.13% 49
2019
Q1 		$515K Buy
+20,692
New +$503K 0.13% 49

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

RVW Wealth's IBDQ Position: Q4 2025 in Review

RVW Wealth sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 988,940 shares — an estimated $24.9M sold.

RVW Wealth first reported a position in IBDQ in Q1 2019 and held it in 27 quarters. The position peaked at $26M in Q3 2021. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • RVW Wealth reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • RVW Wealth sold 988,940 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $24.9M.
  • RVW Wealth first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2019 and held it in 27 quarters.
  • RVW Wealth's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $26M in Q3 2021.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on RVW Wealth's 13F filing for Q4 2025, filed 12 Jan 2026.