Wealth Enhancement Advisory Services
IBDQ

Wealth Enhancement Advisory Services’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Wealth Enhancement Advisory Services’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
-280,364
Closed -$7.04M – 3718
2025
Q3 		$7.04M Sell
280,364
-38,850
-12% -$977K 0.01% 803
2025
Q2 		$8.02M Sell
319,214
-6,636
-2% -$167K 0.01% 711
2025
Q1 		$8.2M Sell
325,850
-18,438
-5% -$463K 0.02% 650
2024
Q4 		$8.62M Buy
344,288
+244,853
+246% +$6.13M 0.02% 613
2024
Q3 		$2.5M Buy
99,435
+22,296
+29% +$556K 0.01% 963
2024
Q2 		$1.92M Sell
77,139
-3,250
-4% -$80.5K ﹤0.01% 1001
2024
Q1 		$1.99M Sell
80,389
-1,420
-2% -$35.2K 0.01% 943
2023
Q4 		$2.03M Buy
81,809
+13,335
+19% +$327K 0.01% 892
2023
Q3 		$1.67M Buy
+68,474
New +$1.67M 0.01% 917

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 Enhancement Advisory Services's IBDQ Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 280,364 shares — an estimated $7.04M sold.

Wealth Enhancement Advisory Services first reported a position in IBDQ in Q3 2023 and held it in 9 quarters. The position peaked at $8.62M in Q4 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 280,364 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $7.04M.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2023 and held it in 9 quarters.
  • Wealth Enhancement Advisory Services's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $8.62M in Q4 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.