WE
IBDQ

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

Wealth Effects’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
-8,746
Closed -$220K – 222
2025
Q3 		$220K Hold
8,746
– – 0.07% 193
2025
Q2 		$220K Hold
8,746
– – 0.08% 187
2025
Q1 		$220K Hold
8,746
– – 0.09% 172
2024
Q4 		$219K Hold
8,746
– – 0.08% 192
2024
Q3 		$220K Hold
8,746
– – 0.08% 185
2024
Q2 		$217K Hold
8,746
– – 0.08% 182
2024
Q1 		$217K Hold
8,746
– – 0.08% 189
2023
Q4 		$217K Sell
8,746
-441
-5% -$10.8K 0.08% 195
2023
Q3 		$224K Hold
9,187
– – 0.11% 150
2023
Q2 		$224K Hold
9,187
– – 0.1% 161
2023
Q1 		$225K Hold
9,187
– – 0.12% 164
2022
Q4 		$223K Buy
+9,187
New +$223K 0.13% 160

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

Wealth Effects's IBDQ Position: Q4 2025 in Review

Wealth Effects sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 8,746 shares — an estimated $220K sold.

Wealth Effects first reported a position in IBDQ in Q4 2022 and held it in 12 quarters. The position peaked at $225K in Q1 2023. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Wealth Effects reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Effects sold 8,746 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $220K.
  • Wealth Effects first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and held it in 12 quarters.
  • Wealth Effects's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $225K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

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