Csenge Advisory Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Csenge Advisory 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 Q3	–	Sell	-35,839	Closed	-$902K	–	726
2025 Q2	$902K	Sell	35,839 -946	-3%	-$23.8K	0.05%	281
2025 Q1	$924K	Buy	36,785 +2,543	+7%	+$63.9K	0.05%	262
2024 Q4	$858K	Buy	+34,242	New	+$858K	0.05%	297

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Csenge Advisory Group's IBDQ Position: Q3 2025 in Review

Csenge Advisory Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 35,839 shares — an estimated $902K sold.

Csenge Advisory Group first reported a position in IBDQ in Q4 2024 and held it in 3 quarters. The position peaked at $924K in Q1 2025. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

Csenge Advisory Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Csenge Advisory Group sold 35,839 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $902K.
Csenge Advisory Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 3 quarters.
Csenge Advisory Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $924K in Q1 2025.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.