Syntegra Private Wealth Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Syntegra Private Wealth Group’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 Q3	–	Sell	-10,738	Closed	-$270K	–	160
2025 Q2	$270K	Hold	10,738	–	–	0.03%	152
2025 Q1	$270K	Sell	10,738 -4	-0%	-$100	0.03%	140
2024 Q4	$269K	Sell	10,742 -19,835	-65%	-$497K	0.03%	131
2024 Q3	$767K	Buy	30,577 +7,946	+35%	+$198K	0.09%	58
2024 Q2	$563K	Buy	22,631 +405	+2%	+$10K	0.07%	64
2024 Q1	$551K	Buy	+22,226	New	+$550K	0.07%	65
2023 Q4	–	Sell	-773,021	Closed	-$18.9M	–	10
2023 Q3	$18.8M	Buy	+773,021	New	+$18.9M	2.96%	10
2023 Q2	–	Hold	0	–	–	–	11
2023 Q1	–	Hold	0	–	–	–	11

Other funds holding IBDQ

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

HPC

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SVWAG

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Syntegra Private Wealth Group's IBDQ Position: Q3 2025 in Review

Syntegra Private Wealth Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 10,738 shares — an estimated $270K sold.

Syntegra Private Wealth Group first reported a position in IBDQ in Q3 2023 and held it in 7 quarters. The position peaked at $18.8M in Q3 2023. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

Syntegra Private Wealth Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Syntegra Private Wealth Group sold 10,738 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $270K.
Syntegra Private Wealth Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2023 and held it in 7 quarters.
Syntegra Private Wealth Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $18.8M in Q3 2023.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Syntegra Private Wealth Group's 13F filing for Q3 2025, filed 16 Oct 2025.