VWM
IBDQ

Valley Wealth Managers’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Valley Wealth Managers’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
-80,246
Closed -$2.02M – 363
2025
Q3 		$2.02M Sell
80,246
-1,682
-2% -$42.3K 0.13% 112
2025
Q2 		$2.06M Buy
81,928
+33
+0% +$829 0.15% 111
2025
Q1 		$2.06M Sell
81,895
-2,978
-4% -$74.8K 0.16% 111
2024
Q4 		$2.13M Sell
84,873
-918
-1% -$23K 0.16% 107
2024
Q3 		$2.15M Sell
85,791
-285
-0.3% -$7.11K 0.16% 108
2024
Q2 		$2.14M Buy
86,076
+1,477
+2% +$36.6K 0.17% 109
2024
Q1 		$2.1M Sell
84,599
-3,045
-3% -$75.4K 0.16% 110
2023
Q4 		$2.17M Buy
87,644
+235
+0.3% +$5.76K 0.17% 107
2023
Q3 		$2.13M Sell
87,409
-3,641
-4% -$88.8K 0.18% 108
2023
Q2 		$2.22M Buy
91,050
+2,071
+2% +$50.7K 0.2% 92
2023
Q1 		$2.18M Sell
88,979
-1,244
-1% -$30.4K 0.2% 93
2022
Q4 		$2.19M Sell
90,223
-857
-0.9% -$20.8K 0.2% 93
2022
Q3 		$2.2M Buy
91,080
+4,444
+5% +$110K 0.22% 92
2022
Q2 		$2.14M Buy
+86,636
New +$2.16M 0.2% 95

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 Wealth Managers's IBDQ Position: Q4 2025 in Review

Valley Wealth Managers sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 80,246 shares — an estimated $2.02M sold.

Valley Wealth Managers first reported a position in IBDQ in Q2 2022 and held it in 14 quarters. The position peaked at $2.22M in Q2 2023. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Valley Wealth Managers reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 80,246 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $2.02M.
  • Valley Wealth Managers first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2022 and held it in 14 quarters.
  • Valley Wealth Managers's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.22M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Valley Wealth Managers's 13F filing for Q4 2025, filed 4 Feb 2026.