SSWG
IBDQ

Seven Springs Wealth Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Seven Springs Wealth Group’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
-9,988
Closed -$252K – 84
2025
Q3 		$252K Hold
9,988
– – 0.06% 74
2025
Q2 		$251K Hold
9,988
– – 0.06% 74
2025
Q1 		$251K Hold
9,988
– – 0.09% 70
2024
Q4 		$250K Buy
+9,988
New +$250K 0.09% 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

Seven Springs Wealth Group's IBDQ Position: Q4 2025 in Review

Seven Springs Wealth Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 9,988 shares — an estimated $252K sold.

Seven Springs Wealth Group first reported a position in IBDQ in Q4 2024 and held it in 4 quarters. The position peaked at $252K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Seven Springs Wealth Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Seven Springs Wealth Group sold 9,988 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $252K.
  • Seven Springs Wealth Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 4 quarters.
  • Seven Springs Wealth Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $252K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Seven Springs Wealth Group's 13F filing for Q4 2025, filed 10 Feb 2026.