WANY
IBDQ

Wealthspire Advisors (New York)’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Wealthspire Advisors (New York)’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
-11,545
Closed -$291K – 1884
2025
Q3 		$291K Hold
11,545
– – ﹤0.01% 682
2025
Q2 		$291K Hold
11,545
– – ﹤0.01% 678
2025
Q1 		$290K Hold
11,545
– – ﹤0.01% 648
2024
Q4 		$289K Hold
11,545
– – ﹤0.01% 650
2024
Q3 		$290K Hold
11,545
– – ﹤0.01% 627
2024
Q2 		$287K Hold
11,545
– – ﹤0.01% 552
2024
Q1 		$286K Hold
11,545
– – ﹤0.01% 531
2023
Q4 		$286K Hold
11,545
– – ﹤0.01% 537
2023
Q3 		$281K Hold
11,545
– – ﹤0.01% 500
2023
Q2 		$281K Buy
+11,545
New +$283K ﹤0.01% 466

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

Wealthspire Advisors (New York)'s IBDQ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 11,545 shares — an estimated $291K sold.

Wealthspire Advisors (New York) first reported a position in IBDQ in Q2 2023 and held it in 10 quarters. The position peaked at $291K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 11,545 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $291K.
  • Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2023 and held it in 10 quarters.
  • Wealthspire Advisors (New York)'s iShares iBonds Dec 2025 Term Corporate ETF position peaked at $291K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.