SWM
IBDQ

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

Spire 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
-3,384
Closed -$85.2K – 2392
2025
Q3 		$85.2K Hold
3,384
– – ﹤0.01% 1046
2025
Q2 		$85.2K Hold
3,384
– – ﹤0.01% 1030
2025
Q1 		$85.1K Buy
+3,384
New +$85K ﹤0.01% 1099

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

Spire Wealth Management's IBDQ Position: Q4 2025 in Review

Spire Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 3,384 shares — an estimated $85.2K sold.

Spire Wealth Management first reported a position in IBDQ in Q1 2025 and held it in 3 quarters. The position peaked at $85.2K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Spire Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 3,384 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $85.2K.
  • Spire Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2025 and held it in 3 quarters.
  • Spire Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $85.2K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.