Cornerstone Financial Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Cornerstone Financial Group’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	-25,940	Closed	-$653K	–	73
2025 Q3	$653K	Buy	25,940 +198	+0.8%	+$4.98K	0.51%	44
2025 Q2	$648K	Buy	25,742 +55	+0.2%	+$1.38K	0.55%	42
2025 Q1	$645K	Buy	25,687 +214	+0.8%	+$5.37K	0.58%	41
2024 Q4	$638K	Buy	+25,473	New	+$638K	0.63%	39

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

Cornerstone Financial Group's IBDQ Position: Q4 2025 in Review

Cornerstone Financial Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 25,940 shares — an estimated $653K sold.

Cornerstone Financial Group first reported a position in IBDQ in Q4 2024 and held it in 4 quarters. The position peaked at $653K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Cornerstone Financial Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Cornerstone Financial Group sold 25,940 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $653K.
Cornerstone Financial Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 4 quarters.
Cornerstone Financial Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $653K in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Cornerstone Financial Group's 13F filing for Q4 2025, filed 11 Feb 2026.