SWM
IBDQ

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

Scissortail Wealth Management’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
-322,125
Closed -$8.11M – 112
2025
Q3 		$8.11M Buy
322,125
+6,072
+2% +$153K 1.77% 18
2025
Q2 		$7.96M Buy
316,053
+8,146
+3% +$205K 1.91% 19
2025
Q1 		$7.74M Buy
307,907
+12,957
+4% +$325K 1.99% 15
2024
Q4 		$7.39M Buy
294,950
+294,532
+70,462% +$7.38M 1.89% 15
2024
Q3 		$7.22M Sell
418
-255,291
-100% -$6.37M 1.75% 18
2024
Q2 		$6.36M Buy
255,709
+6,874
+3% +$170K 1.62% 20
2024
Q1 		$6.17M Sell
248,835
-427
-0.2% -$10.6K 1.63% 20
2023
Q4 		$6.19M Buy
249,262
+13,259
+6% +$325K 1.96% 17
2023
Q3 		$5.75M Buy
+236,003
New +$5.76M 4.53% 8

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

Scissortail Wealth Management's IBDQ Position: Q4 2025 in Review

Scissortail Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 322,125 shares — an estimated $8.11M sold.

Scissortail Wealth Management first reported a position in IBDQ in Q3 2023 and held it in 9 quarters. The position peaked at $8.11M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Scissortail Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Scissortail Wealth Management sold 322,125 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $8.11M.
  • Scissortail Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2023 and held it in 9 quarters.
  • Scissortail Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $8.11M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Scissortail Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.