Spectrum Wealth Counsel’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Spectrum Wealth Counsel’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 Q1	$171K	Sell	6,819 -16,777	-71%	-$421K	0.02%	124
2024 Q4	$591K	Buy	23,596 +141	+0.6%	+$3.53K	0.07%	85
2024 Q3	$589K	Buy	23,455 +400	+2%	+$9.98K	0.07%	84
2024 Q2	$573K	Buy	23,055 +2,941	+15%	+$72.9K	0.07%	78
2024 Q1	$499K	Hold	20,114	–	–	0.06%	98
2023 Q4	$498K	Buy	+20,114	New	+$493K	0.07%	94

Other funds holding IBDQ

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

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

HPC

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

SVWAG

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

Spectrum Wealth Counsel's IBDQ Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 71% in Q1 2025, selling an estimated $421K and leaving 6,819 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #124.

Spectrum Wealth Counsel first reported a position in IBDQ in Q4 2023 and has held it in 6 quarters since. The position peaked at $591K in Q4 2024. 397 funds tracked by Wall St. Rank hold IBDQ as of Q1 2025.

Spectrum Wealth Counsel held 6,819 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $171K as of Q1 2025.
Spectrum Wealth Counsel sold 16,777 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2025, an estimated $421K.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.02% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #124 holding.
Spectrum Wealth Counsel first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and has held it in 6 quarters since.
Spectrum Wealth Counsel's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $591K in Q4 2024.
397 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.