CFS
IBDQ

Commonwealth Financial Services’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Commonwealth Financial Services’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
-23,916
Closed -$602K – 242
2025
Q3 		$602K Sell
23,916
-928
-4% -$23.3K 0.1% 105
2025
Q2 		$626K Sell
24,844
-4,424
-15% -$111K 0.12% 98
2025
Q1 		$736K Sell
29,268
-4,874
-14% -$122K 0.15% 91
2024
Q4 		$855K Sell
34,142
-1,822
-5% -$45.6K 0.17% 73
2024
Q3 		$900K Sell
35,964
-12,651
-26% -$316K 0.18% 71
2024
Q2 		$1.21M Sell
48,615
-282,118
-85% -$6.99M 0.25% 52
2024
Q1 		$8.19M Sell
330,733
-864
-0.3% -$21.4K 1.93% 16
2023
Q4 		$8.21M Buy
331,597
+113,341
+52% +$2.78M 1.93% 16
2023
Q3 		$5.32M Buy
+218,256
New +$5.32M 1.58% 20

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

Commonwealth Financial Services's IBDQ Position: Q4 2025 in Review

Commonwealth Financial Services sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 23,916 shares — an estimated $602K sold.

Commonwealth Financial Services first reported a position in IBDQ in Q3 2023 and held it in 9 quarters. The position peaked at $8.21M in Q4 2023. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Commonwealth Financial Services reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Financial Services sold 23,916 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $602K.
  • Commonwealth Financial Services first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2023 and held it in 9 quarters.
  • Commonwealth Financial Services's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $8.21M in Q4 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Commonwealth Financial Services's 13F filing for Q4 2025, filed 6 Feb 2026.