VWMG
IBDQ

Virginia Wealth Management Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Virginia Wealth Management 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
Q4 		– Sell
-194,135
Closed -$4.89M – 57
2025
Q3 		$4.89M Buy
194,135
+14,950
+8% +$376K 2.82% 13
2025
Q2 		$4.51M Buy
179,185
+4,480
+3% +$113K 2.74% 15
2025
Q1 		$4.39M Buy
174,705
+20,200
+13% +$507K 2.71% 15
2024
Q4 		$3.87M Buy
154,505
+19,385
+14% +$486K 2.4% 19
2024
Q3 		$3.39M Buy
+135,120
New +$3.37M 2.13% 27
2024
Q2 		– Sell
-127,120
Closed -$3.15M – 13
2024
Q1 		$3.15M Sell
127,120
-3,785
-3% -$93.7K 2.58% 14
2023
Q4 		$3.24M Sell
130,905
-2,325
-2% -$57K 2.83% 11
2023
Q3 		$3.25M Buy
133,230
+6,375
+5% +$155K 2.2% 20
2023
Q2 		$3.09M Buy
126,855
+2,140
+2% +$52.4K 2.12% 21
2023
Q1 		$3.06M Buy
124,715
+4,575
+4% +$112K 2.1% 21
2022
Q4 		$2.92M Buy
120,140
+32,425
+37% +$785K 2.02% 21
2022
Q3 		$2.12M Buy
87,715
+13,780
+19% +$340K 1.58% 33
2022
Q2 		$1.83M Sell
73,935
-6,440
-8% -$160K 1.76% 33
2022
Q1 		$2.02M Buy
80,375
+6,825
+9% +$176K 1.81% 29
2021
Q4 		$1.94M Buy
+73,550
New +$1.95M 1.75% 26

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

Virginia Wealth Management Group's IBDQ Position: Q4 2025 in Review

Virginia Wealth Management Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 194,135 shares — an estimated $4.89M sold.

Virginia Wealth Management Group first reported a position in IBDQ in Q4 2021 and held it in 15 quarters. The position peaked at $4.89M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Virginia Wealth Management Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Virginia Wealth Management Group sold 194,135 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $4.89M.
  • Virginia Wealth Management Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2021 and held it in 15 quarters.
  • Virginia Wealth Management Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4.89M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Virginia Wealth Management Group's 13F filing for Q4 2025, filed 26 Jan 2026.