Smith, Moore & Co’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Smith, Moore & Co’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	-112,892	Closed	-$2.84M	–	539
2025 Q3	$2.84M	Buy	112,892 +2,481	+2%	+$62.4K	0.22%	93
2025 Q2	$2.78M	Buy	110,411 +4,636	+4%	+$116K	0.23%	91
2025 Q1	$2.66M	Buy	105,775 +455	+0.4%	+$11.4K	0.25%	90
2024 Q4	$2.64M	Buy	105,320 +16,250	+18%	+$407K	0.24%	91
2024 Q3	$2.24M	Buy	89,070 +1,925	+2%	+$48K	0.21%	94
2024 Q2	$2.17M	Buy	87,145 +11,232	+15%	+$278K	0.22%	93
2024 Q1	$1.88M	Buy	75,913 +46,512	+158%	+$1.15M	0.2%	104
2023 Q4	$728K	Buy	+29,401	New	+$720K	0.09%	198

Other funds holding IBDQ

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Smith, Moore & Co's IBDQ Position: Q4 2025 in Review

Smith, Moore & Co sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 112,892 shares — an estimated $2.84M sold.

Smith, Moore & Co first reported a position in IBDQ in Q4 2023 and held it in 8 quarters. The position peaked at $2.84M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Smith, Moore & Co reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Smith, Moore & Co sold 112,892 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $2.84M.
Smith, Moore & Co first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
Smith, Moore & Co's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.84M in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Smith, Moore & Co's 13F filing for Q4 2025, filed 23 Jan 2026.