Wilmington Savings Fund Society’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Wilmington Savings Fund Society’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 Q3	–	Sell	-6,200	Closed	-$156K	–	1685
2025 Q2	$156K	Hold	6,200	–	–	﹤0.01%	889
2025 Q1	$156K	Hold	6,200	–	–	﹤0.01%	868
2024 Q4	$155K	Buy	+6,200	New	+$155K	﹤0.01%	912

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Wilmington Savings Fund Society's IBDQ Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 6,200 shares — an estimated $156K sold.

Wilmington Savings Fund Society first reported a position in IBDQ in Q4 2024 and held it in 3 quarters. The position peaked at $156K in Q2 2025. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

Wilmington Savings Fund Society reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 6,200 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $156K.
Wilmington Savings Fund Society first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 3 quarters.
Wilmington Savings Fund Society's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $156K in Q2 2025.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.