Diversify Advisory Services’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Diversify Advisory 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	-74,029	Closed	-$1.86M	–	938
2025 Q3	$1.86M	Sell	74,029 -29,846	-29%	-$750K	0.06%	221
2025 Q2	$2.61M	Sell	103,875 -22,749	-18%	-$571K	0.1%	151
2025 Q1	$3.18M	Sell	126,624 -10,409	-8%	-$261K	0.2%	84
2024 Q4	$3.44M	Sell	137,033 -5,571	-4%	-$140K	0.19%	76
2024 Q3	$3.57M	Sell	142,604 -2,699	-2%	-$67.4K	0.19%	93
2024 Q2	$3.61M	Buy	+145,303	New	+$3.6M	0.2%	95

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

Diversify Advisory Services's IBDQ Position: Q4 2025 in Review

Diversify Advisory Services sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 74,029 shares — an estimated $1.86M sold.

Diversify Advisory Services first reported a position in IBDQ in Q2 2024 and held it in 6 quarters. The position peaked at $3.61M in Q2 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Diversify Advisory Services reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Diversify Advisory Services sold 74,029 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.86M.
Diversify Advisory Services first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2024 and held it in 6 quarters.
Diversify Advisory Services's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $3.61M in Q2 2024.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Diversify Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.