World Investment Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

World Investment 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	-11,000	Closed	-$277K	–	1504
2025 Q3	$277K	Hold	11,000	–	–	0.01%	1022
2025 Q2	$277K	Hold	11,000	–	–	0.01%	945
2025 Q1	$277K	Hold	11,000	–	–	0.01%	895
2024 Q4	$276K	Hold	11,000	–	–	0.01%	854
2024 Q3	$276K	Buy	+11,000	New	+$275K	0.01%	763

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

World Investment Advisors's IBDQ Position: Q4 2025 in Review

World Investment Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 11,000 shares — an estimated $277K sold.

World Investment Advisors first reported a position in IBDQ in Q3 2024 and held it in 5 quarters. The position peaked at $277K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

World Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
World Investment Advisors sold 11,000 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $277K.
World Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2024 and held it in 5 quarters.
World Investment Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $277K in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.