VNA
IBDQ

Valley National Advisers’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Valley National Advisers’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
-478
Closed -$12K – 924
2025
Q3 		$12K Sell
478
-229
-32% -$5.76K ﹤0.01% 533
2025
Q2 		$17K Hold
707
– – ﹤0.01% 494
2025
Q1 		$17K Hold
707
– – ﹤0.01% 501
2024
Q4 		$17K Hold
707
– – ﹤0.01% 467
2024
Q3 		$17K Sell
707
-4,212
-86% -$105K ﹤0.01% 463
2024
Q2 		$122K Sell
4,919
-3,458
-41% -$85.7K 0.02% 286
2024
Q1 		$207K Sell
8,377
-6,134
-42% -$152K 0.03% 240
2023
Q4 		$359K Sell
14,511
-2,131
-13% -$52.2K 0.06% 187
2023
Q3 		$406K Buy
16,642
+21
+0.1% +$512 0.07% 180
2023
Q2 		$406K Buy
16,621
+13
+0.1% +$318 0.07% 188
2023
Q1 		$408K Buy
16,608
+18
+0.1% +$440 0.07% 187
2022
Q4 		$406K Buy
16,590
+5,646
+52% +$137K 0.07% 186
2022
Q3 		$263K Buy
10,944
+281
+3% +$6.93K 0.05% 218
2022
Q2 		$264K Buy
10,663
+2,651
+33% +$66K 0.06% 201
2022
Q1 		$202K Buy
8,012
+10
+0.1% +$258 0.04% 228
2021
Q4 		$211K Buy
8,002
+962
+14% +$25.6K 0.04% 220
2021
Q3 		$189K Buy
7,040
+13
+0.2% +$351 0.03% 226
2021
Q2 		$190K Buy
7,027
+13
+0.2% +$351 0.03% 225
2021
Q1 		$188K Sell
7,014
-3,027
-30% -$82K 0.04% 221
2020
Q4 		$275K Buy
10,041
+4,584
+84% +$125K 0.06% 181
2020
Q3 		$148K Buy
+5,457
New +$148K 0.03% 193

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 National Advisers's IBDQ Position: Q4 2025 in Review

Valley National Advisers sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 478 shares — an estimated $12K sold.

Valley National Advisers first reported a position in IBDQ in Q3 2020 and held it in 21 quarters. The position peaked at $408K in Q1 2023. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Valley National Advisers reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Valley National Advisers sold 478 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $12K.
  • Valley National Advisers first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2020 and held it in 21 quarters.
  • Valley National Advisers's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $408K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Valley National Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.