VFIC
IBDQ

Valley Forge Investment Consultants’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Valley Forge Investment Consultants’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
-12,947
Closed -$326K – 84
2025
Q3 		$326K Buy
12,947
+136
+1% +$3.42K 0.1% 67
2025
Q2 		$323K Buy
12,811
+131
+1% +$3.29K 0.1% 65
2025
Q1 		$319K Sell
12,680
-2,133
-14% -$53.6K 0.11% 60
2024
Q4 		$371K Buy
14,813
+190
+1% +$4.76K 0.13% 60
2024
Q3 		$367K Buy
14,623
+141
+1% +$3.52K 0.13% 58
2024
Q2 		$360K Buy
14,482
+137
+1% +$3.39K 0.14% 55
2024
Q1 		$356K Buy
+14,345
New +$355K 0.14% 54

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

Valley Forge Investment Consultants's IBDQ Position: Q4 2025 in Review

Valley Forge Investment Consultants sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 12,947 shares — an estimated $326K sold.

Valley Forge Investment Consultants first reported a position in IBDQ in Q1 2024 and held it in 7 quarters. The position peaked at $371K in Q4 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Valley Forge Investment Consultants reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 12,947 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $326K.
  • Valley Forge Investment Consultants first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 7 quarters.
  • Valley Forge Investment Consultants's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $371K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Valley Forge Investment Consultants's 13F filing for Q4 2025, filed 12 Feb 2026.