BridgePort Financial Solutions’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

BridgePort Financial Solutions’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	-23,094	Closed	-$582K	–	251
2025 Q3	$582K	Buy	23,094 +144	+0.6%	+$3.62K	0.16%	118
2025 Q2	$578K	Buy	22,950 +140	+0.6%	+$3.52K	0.19%	99
2025 Q1	$574K	Hold	22,810	–	–	0.26%	86
2024 Q4	$573K	Buy	+22,810	New	+$571K	0.26%	83

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

BridgePort Financial Solutions's IBDQ Position: Q4 2025 in Review

BridgePort Financial Solutions sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 23,094 shares — an estimated $582K sold.

BridgePort Financial Solutions first reported a position in IBDQ in Q4 2024 and held it in 4 quarters. The position peaked at $582K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

BridgePort Financial Solutions reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
BridgePort Financial Solutions sold 23,094 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $582K.
BridgePort Financial Solutions first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 4 quarters.
BridgePort Financial Solutions's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $582K in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on BridgePort Financial Solutions's 13F filing for Q4 2025, filed 16 Jan 2026.