WT
IBDQ

Whittier Trust’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Whittier Trust’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
Q1 		– Sell
-525
Closed -$13.1K – 1524
2024
Q4 		$13.1K Buy
+525
New +$13.2K ﹤0.01% 1197

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Whittier Trust's IBDQ Position: Q1 2025 in Review

Whittier Trust sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2025, closing a stake of 525 shares — an estimated $13.1K sold.

Whittier Trust first reported a position in IBDQ in Q4 2024 and held it in 1 quarter. The position peaked at $13.1K in Q4 2024. 397 funds tracked by Wall St. Rank hold IBDQ as of Q1 2025.

  • Whittier Trust reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Whittier Trust sold 525 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2025, an estimated $13.1K.
  • Whittier Trust first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 1 quarter.
  • Whittier Trust's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $13.1K in Q4 2024.
  • 397 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.