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IBDQ

Seneca House Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Seneca House Advisors’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
-14,261
Closed -$359K – 104
2025
Q3 		$359K Sell
14,261
-1,696
-11% -$42.6K 0.15% 71
2025
Q2 		$402K Sell
15,957
-9,258
-37% -$233K 0.17% 60
2025
Q1 		$634K Sell
25,215
-1,955
-7% -$49.1K 0.27% 51
2024
Q4 		$681K Buy
27,170
+15,322
+129% +$384K 0.27% 52
2024
Q3 		$297K Buy
11,848
+2,248
+23% +$56.1K 0.13% 72
2024
Q2 		$239K Sell
9,600
-3,233
-25% -$80.1K 0.1% 75
2024
Q1 		$318K Buy
+12,833
New +$318K 0.14% 69

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

Seneca House Advisors's IBDQ Position: Q4 2025 in Review

Seneca House Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 14,261 shares — an estimated $359K sold.

Seneca House Advisors first reported a position in IBDQ in Q1 2024 and held it in 7 quarters. The position peaked at $681K in Q4 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Seneca House Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Seneca House Advisors sold 14,261 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $359K.
  • Seneca House Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 7 quarters.
  • Seneca House Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $681K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Seneca House Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.