SSWM
IBDQ

Smith Salley Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Smith Salley Wealth Management’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
-12,426
Closed -$313K – 267
2025
Q3 		$313K Buy
+12,426
New +$312K 0.02% 216

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

Smith Salley Wealth Management's IBDQ Position: Q4 2025 in Review

Smith Salley Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 12,426 shares — an estimated $313K sold.

Smith Salley Wealth Management first reported a position in IBDQ in Q3 2025 and held it in 1 quarter. The position peaked at $313K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Smith Salley Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Smith Salley Wealth Management sold 12,426 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $313K.
  • Smith Salley Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
  • Smith Salley Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $313K 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 Salley Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.