Siligmueller & Norvid Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Siligmueller & Norvid Wealth 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 Q3	$421K	Buy	+16,703	New	+$420K	0.19%	95

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's IBDQ Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025: 16,703 shares worth $421K. The stake represents 0.19% of the portfolio and ranks #95 among its holdings.

361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 16,703 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $421K as of Q3 2025.
iShares iBonds Dec 2025 Term Corporate ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.19% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #95 holding.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.