SMI Advisory Services’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

SMI Advisory Services’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	-29,222	Closed	-$734K	–	67
2025 Q3	$734K	Buy	29,222 +16,460	+129%	+$414K	0.14%	26
2025 Q2	$321K	Buy	+12,762	New	+$321K	0.06%	39

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

SMI Advisory Services's IBDQ Position: Q4 2025 in Review

SMI Advisory Services sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 29,222 shares — an estimated $734K sold.

SMI Advisory Services first reported a position in IBDQ in Q2 2025 and held it in 2 quarters. The position peaked at $734K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

SMI Advisory Services reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
SMI Advisory Services sold 29,222 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $734K.
SMI Advisory Services first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2025 and held it in 2 quarters.
SMI Advisory Services's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $734K in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on SMI Advisory Services's 13F filing for Q4 2025, filed 13 Jan 2026.