VHAM
IBDQ

Van Hulzen Asset Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Van Hulzen Asset 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
Q1 		– Sell
-815
Closed -$20.4K – 642
2024
Q4 		$20.4K Buy
+815
New +$20.4K ﹤0.01% 673

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Van Hulzen Asset Management's IBDQ Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2025, closing a stake of 815 shares — an estimated $20.4K sold.

Van Hulzen Asset Management first reported a position in IBDQ in Q4 2024 and held it in 1 quarter. The position peaked at $20.4K in Q4 2024. 397 funds tracked by Wall St. Rank hold IBDQ as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 815 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2025, an estimated $20.4K.
  • Van Hulzen Asset Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $20.4K in Q4 2024.
  • 397 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.