WFA
IBDQ

Wells Financial Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Wells Financial Advisors’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
-1,440
Closed -$36.3K – 77
2025
Q3 		$36.3K Hold
1,440
– – 0.05% 59
2025
Q2 		$36.3K Sell
1,440
-3,060
-68% -$76.9K 0.05% 62
2025
Q1 		$113K Sell
4,500
-3,740
-45% -$93.9K 0.16% 46
2024
Q4 		$206K Buy
8,240
+1,440
+21% +$36.1K 0.28% 39
2024
Q3 		$171K Sell
6,800
-10,130
-60% -$253K 0.23% 42
2024
Q2 		$421K Hold
16,930
– – 0.28% 39
2024
Q1 		$420K Hold
16,930
– – 0.29% 34
2023
Q4 		$419K Hold
16,930
– – 0.3% 31
2023
Q3 		$413K Hold
16,930
– – 0.32% 30
2023
Q2 		$413K Sell
16,930
-1,780
-10% -$43.6K 0.31% 30
2023
Q1 		$459K Hold
18,710
– – 0.37% 32
2022
Q4 		$455K Buy
18,710
+380
+2% +$9.21K 0.38% 32
2022
Q3 		$442K Hold
18,330
– – 0.43% 27
2022
Q2 		$453K Hold
18,330
– – 0.41% 27
2022
Q1 		$463K Sell
18,330
-2,310
-11% -$59.6K 0.39% 27
2021
Q4 		$545K Hold
20,640
– – 0.43% 28
2021
Q3 		$554K Hold
20,640
– – 0.47% 27
2021
Q2 		$557K Hold
20,640
– – 0.47% 29
2021
Q1 		$554K Hold
20,640
– – 0.5% 28
2020
Q4 		$565K Buy
+20,640
New +$561K 0.48% 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

Wells Financial Advisors's IBDQ Position: Q4 2025 in Review

Wells Financial Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 1,440 shares — an estimated $36.3K sold.

Wells Financial Advisors first reported a position in IBDQ in Q4 2020 and held it in 20 quarters. The position peaked at $565K in Q4 2020. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Wells Financial Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Wells Financial Advisors sold 1,440 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $36.3K.
  • Wells Financial Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2020 and held it in 20 quarters.
  • Wells Financial Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $565K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Wells Financial Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.