BPA
IBDQ

Beacon Pointe Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Beacon Pointe 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
-380,808
Closed -$9.59M – 1531
2025
Q3 		$9.59M Sell
380,808
-31,913
-8% -$802K 0.08% 228
2025
Q2 		$10.4M Sell
412,721
-43,695
-10% -$1.1M 0.11% 169
2025
Q1 		$11.5M Buy
456,416
+6,900
+2% +$173K 0.13% 159
2024
Q4 		$11.3M Buy
449,516
+44,619
+11% +$1.12M 0.12% 153
2024
Q3 		$10.2M Sell
404,897
-12,662
-3% -$316K 0.12% 161
2024
Q2 		$10.4M Sell
417,559
-12,555
-3% -$311K 0.12% 159
2024
Q1 		$10.7M Sell
430,114
-2,064
-0.5% -$51.1K 0.12% 167
2023
Q4 		$10.7M Buy
432,178
+7,628
+2% +$187K 0.13% 159
2023
Q3 		$10.3M Buy
424,550
+80,953
+24% +$1.97M 0.13% 160
2023
Q2 		$8.38M Buy
343,597
+43,663
+15% +$1.07M 0.14% 147
2023
Q1 		$7.36M Buy
299,934
+116,929
+64% +$2.86M 0.13% 167
2022
Q4 		$4.45M Buy
183,005
+113,605
+164% +$2.75M 0.09% 207
2022
Q3 		$1.68M Buy
69,400
+58,295
+525% +$1.44M 0.04% 348
2022
Q2 		$273K Sell
11,105
-318
-3% -$7.92K 0.01% 859
2022
Q1 		$288K Buy
+11,423
New +$295K ﹤0.01% 997
2021
Q3 		– Sell
-9,528
Closed -$257K – 933
2021
Q2 		$257K Buy
9,528
+953
+11% +$25.7K 0.01% 709
2021
Q1 		$230K Sell
8,575
-3,744
-30% -$101K 0.01% 459
2020
Q4 		$340K Sell
12,319
-1,646
-12% -$44.8K 0.02% 344
2020
Q3 		$379K Sell
13,965
-1,855
-12% -$50.4K 0.04% 265
2020
Q2 		$427K Buy
+15,820
New +$415K 0.04% 254

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

Beacon Pointe Advisors's IBDQ Position: Q4 2025 in Review

Beacon Pointe Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 380,808 shares — an estimated $9.59M sold.

Beacon Pointe Advisors first reported a position in IBDQ in Q2 2020 and held it in 20 quarters. The position peaked at $11.5M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Beacon Pointe Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 380,808 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $9.59M.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2020 and held it in 20 quarters.
  • Beacon Pointe Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $11.5M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Beacon Pointe Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.