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

Clearstead 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	-172	Closed	-$4.33K	–	2977
2025 Q3	$4.33K	Buy	+172	New	+$4.32K	﹤0.01%	2208
2024 Q1	–	Sell	-2,470	Closed	-$61.2K	–	1584
2023 Q4	$61.2K	Buy	+2,470	New	+$60.5K	﹤0.01%	697

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

Clearstead Advisors's IBDQ Position: Q4 2025 in Review

Clearstead Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 172 shares — an estimated $4.33K sold.

Clearstead Advisors first reported a position in IBDQ in Q4 2023 and held it in 2 quarters. The position peaked at $61.2K in Q4 2023. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Clearstead Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 172 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $4.33K.
Clearstead Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 2 quarters.
Clearstead Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $61.2K in Q4 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.