BSSFA
IBDQ

Baron Silver Stevens Financial Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Baron Silver Stevens Financial 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
-67,499
Closed -$1.7M – 139
2025
Q3 		$1.7M Buy
67,499
+158
+0.2% +$3.97K 0.25% 47
2025
Q2 		$1.7M Buy
67,341
+153
+0.2% +$3.84K 0.27% 46
2025
Q1 		$1.69M Buy
67,188
+98
+0.1% +$2.46K 0.3% 43
2024
Q4 		$1.68M Buy
67,090
+322
+0.5% +$8.07K 0.29% 43
2024
Q3 		$1.68M Buy
+66,768
New +$1.67M 0.29% 40
2024
Q2 		– Hold
0
– – – 42
2024
Q1 		– Hold
0
– – – 44
2023
Q4 		– Hold
0
– – – 44
2023
Q3 		– Hold
0
– – – 67
2023
Q2 		– Hold
0
– – – 62
2023
Q1 		– Hold
0
– – – 63

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

Baron Silver Stevens Financial Advisors's IBDQ Position: Q4 2025 in Review

Baron Silver Stevens Financial Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 67,499 shares — an estimated $1.7M sold.

Baron Silver Stevens Financial Advisors first reported a position in IBDQ in Q3 2024 and held it in 5 quarters. The position peaked at $1.7M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Baron Silver Stevens Financial Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 67,499 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.7M.
  • Baron Silver Stevens Financial Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2024 and held it in 5 quarters.
  • Baron Silver Stevens Financial Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.7M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.