WJA
IBDQ

Willis Johnson & Associates’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Willis Johnson & Associates’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
-16,440
Closed -$414K – 189
2025
Q3 		$414K Hold
16,440
– – 0.03% 114
2025
Q2 		$414K Hold
16,440
– – 0.03% 107
2025
Q1 		$413K Hold
16,440
– – 0.03% 103
2024
Q4 		$412K Hold
16,440
– – 0.03% 99
2024
Q3 		$413K Hold
16,440
– – 0.03% 103
2024
Q2 		$409K Hold
16,440
– – 0.03% 98
2024
Q1 		$408K Hold
16,440
– – 0.04% 101
2023
Q4 		$407K Hold
16,440
– – 0.04% 93
2023
Q3 		$401K Hold
16,440
– – 0.04% 86
2023
Q2 		$401K Hold
16,440
– – 0.04% 87
2023
Q1 		$403K Buy
+16,440
New +$402K 0.05% 81

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

Willis Johnson & Associates's IBDQ Position: Q4 2025 in Review

Willis Johnson & Associates sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 16,440 shares — an estimated $414K sold.

Willis Johnson & Associates first reported a position in IBDQ in Q1 2023 and held it in 11 quarters. The position peaked at $414K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Willis Johnson & Associates reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Willis Johnson & Associates sold 16,440 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $414K.
  • Willis Johnson & Associates first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and held it in 11 quarters.
  • Willis Johnson & Associates's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $414K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Willis Johnson & Associates's 13F filing for Q4 2025, filed 22 Jan 2026.