SC
IBDQ

Savant Capital’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Savant Capital’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
-24,882
Closed -$627K – 1394
2025
Q3 		$627K Sell
24,882
-6,747
-21% -$170K ﹤0.01% 716
2025
Q2 		$796K Sell
31,629
-9,565
-23% -$240K 0.01% 603
2025
Q1 		$1.04M Buy
41,194
+205
+0.5% +$5.15K 0.01% 466
2024
Q4 		$1.03M Sell
40,989
-16,627
-29% -$417K 0.01% 642
2024
Q3 		$1.45M Sell
57,616
-745
-1% -$18.6K 0.01% 523
2024
Q2 		$1.45M Sell
58,361
-1,343
-2% -$33.3K 0.01% 477
2024
Q1 		$1.48M Sell
59,704
-4,397
-7% -$109K 0.02% 432
2023
Q4 		$1.59M Sell
64,101
-12,188
-16% -$299K 0.02% 331
2023
Q3 		$1.86M Sell
76,289
-2,081
-3% -$50.8K 0.03% 280
2023
Q2 		$1.91M Sell
78,370
-29,344
-27% -$718K 0.03% 267
2023
Q1 		$2.64M Sell
107,714
-24,418
-18% -$597K 0.05% 191
2022
Q4 		$20.4K Buy
+132,132
New +$3.2M ﹤0.01% 590

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

Savant Capital's IBDQ Position: Q4 2025 in Review

Savant Capital sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 24,882 shares — an estimated $627K sold.

Savant Capital first reported a position in IBDQ in Q4 2022 and held it in 12 quarters. The position peaked at $2.64M in Q1 2023. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Savant Capital reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Savant Capital sold 24,882 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $627K.
  • Savant Capital first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and held it in 12 quarters.
  • Savant Capital's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.64M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Savant Capital's 13F filing for Q4 2025, filed 10 Feb 2026.