WIC
IBDQ

Woodmont Investment Counsel’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Woodmont Investment Counsel’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
Q2 		– Sell
-8,311
Closed -$209K – 281
2025
Q1 		$209K Sell
8,311
-14,761
-64% -$371K 0.02% 256
2024
Q4 		$578K Sell
23,072
-4,239
-16% -$106K 0.04% 173
2024
Q3 		$686K Sell
27,311
-3,567
-12% -$89K 0.05% 159
2024
Q2 		$768K Sell
30,878
-12,597
-29% -$312K 0.06% 150
2024
Q1 		$1.08M Sell
43,475
-650,854
-94% -$16.1M 0.09% 134
2023
Q4 		$17.2M Buy
694,329
+52,790
+8% +$1.29M 1.61% 13
2023
Q3 		$15.6M Buy
641,539
+29,172
+5% +$712K 1.65% 13
2023
Q2 		$14.9M Buy
612,367
+16,832
+3% +$412K 1.55% 13
2023
Q1 		$14.6M Buy
595,535
+83,004
+16% +$2.03M 1.55% 14
2022
Q4 		$12.5M Buy
512,531
+83,589
+19% +$2.02M 1.41% 15
2022
Q3 		$10.3M Buy
428,942
+123,758
+41% +$3.05M 1.29% 16
2022
Q2 		$7.54M Buy
305,184
+117,572
+63% +$2.93M 0.93% 30
2022
Q1 		$4.74M Buy
187,612
+112,252
+149% +$2.9M 0.55% 48
2021
Q4 		$1.99M Buy
75,360
+47,506
+171% +$1.26M 0.25% 85
2021
Q3 		$748K Buy
+27,854
New +$751K 0.11% 129

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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Woodmont Investment Counsel's IBDQ Position: Q2 2025 in Review

Woodmont Investment Counsel sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2025, closing a stake of 8,311 shares — an estimated $209K sold.

Woodmont Investment Counsel first reported a position in IBDQ in Q3 2021 and held it in 15 quarters. The position peaked at $17.2M in Q4 2023. 393 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

  • Woodmont Investment Counsel reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • Woodmont Investment Counsel sold 8,311 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2025, an estimated $209K.
  • Woodmont Investment Counsel first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2021 and held it in 15 quarters.
  • Woodmont Investment Counsel's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $17.2M in Q4 2023.
  • 393 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on Woodmont Investment Counsel's 13F filing for Q2 2025, filed 22 Jul 2025.