Congress Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Congress Wealth Management’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 Q2	$12.9M	Buy	+513,564	New	+$12.9M	0.13%	193

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Congress Wealth Management's IBDQ Position: Q2 2025 in Review

Congress Wealth Management opened a new position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2025: 513,564 shares worth $12.9M. The stake represents 0.13% of the portfolio and ranks #193 among its holdings.

393 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

Congress Wealth Management held 513,564 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $12.9M as of Q2 2025.
iShares iBonds Dec 2025 Term Corporate ETF was a new Congress Wealth Management position in Q2 2025.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.13% of Congress Wealth Management's portfolio in Q2 2025, its #193 holding.
393 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.