CPRC
IBDQ

Consolidated Portfolio Review Corp’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Consolidated Portfolio Review Corp’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
-49,814
Closed -$1.25M – 196
2025
Q3 		$1.25M Buy
49,814
+2,909
+6% +$73.1K 0.16% 145
2025
Q2 		$1.18M Buy
46,905
+3,524
+8% +$88.5K 0.16% 140
2025
Q1 		$1.09M Buy
43,381
+4,050
+10% +$102K 0.17% 133
2024
Q4 		$985K Buy
39,331
+3,217
+9% +$80.6K 0.16% 153
2024
Q3 		$906K Buy
36,114
+1,405
+4% +$35.1K 0.2% 127
2024
Q2 		$863K Buy
34,709
+2,964
+9% +$73.4K 0.2% 130
2024
Q1 		$788K Buy
31,745
+1,566
+5% +$38.8K 0.21% 121
2023
Q4 		$747K Buy
30,179
+1,431
+5% +$35.1K 0.17% 136
2023
Q3 		$701K Buy
28,748
+346
+1% +$8.44K 0.17% 140
2023
Q2 		$692K Buy
28,402
+292
+1% +$7.15K 0.16% 142
2023
Q1 		$690K Buy
+28,110
New +$687K 0.19% 129

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

Consolidated Portfolio Review Corp's IBDQ Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 49,814 shares — an estimated $1.25M sold.

Consolidated Portfolio Review Corp first reported a position in IBDQ in Q1 2023 and held it in 11 quarters. The position peaked at $1.25M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 49,814 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.25M.
  • Consolidated Portfolio Review Corp first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and held it in 11 quarters.
  • Consolidated Portfolio Review Corp's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.25M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.