Droms Strauss Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Droms Strauss Advisors’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	–	Sell	-175,569	Closed	-$4.42M	–	71
2025 Q1	$4.42M	Buy	175,569 +5,244	+3%	+$132K	1.52%	15
2024 Q4	$4.27M	Buy	170,325 +5,283	+3%	+$132K	1.39%	15
2024 Q3	$4.14M	Buy	165,042 +4,554	+3%	+$114K	1.47%	13
2024 Q2	$3.99M	Buy	160,488 +5,599	+4%	+$139K	1.44%	14
2024 Q1	$3.84M	Buy	154,889 +47,103	+44%	+$1.17M	1.41%	12
2023 Q4	$2.67M	Buy	107,786 +1,849	+2%	+$45.3K	1.04%	18
2023 Q3	$2.58M	Buy	105,937 +591	+0.6%	+$14.4K	1.11%	17
2023 Q2	$2.56M	Buy	105,346 +10,635	+11%	+$260K	1.07%	17
2023 Q1	$2.32M	Buy	94,711 +8,708	+10%	+$213K	1.05%	18
2022 Q4	$2.09M	Buy	86,003 +4,104	+5%	+$99.4K	0.96%	19
2022 Q3	$1.97M	Buy	81,899 +54,907	+203%	+$1.35M	0.98%	20
2022 Q2	$668K	Buy	+26,992	New	+$672K	0.34%	33

Other funds holding IBDQ

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

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

SVWAG

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

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

SWP

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

Droms Strauss Advisors's IBDQ Position: Q2 2025 in Review

Droms Strauss Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2025, closing a stake of 175,569 shares — an estimated $4.42M sold.

Droms Strauss Advisors first reported a position in IBDQ in Q2 2022 and held it in 12 quarters. The position peaked at $4.42M in Q1 2025. 392 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

Droms Strauss Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
Droms Strauss Advisors sold 175,569 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2025, an estimated $4.42M.
Droms Strauss Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2022 and held it in 12 quarters.
Droms Strauss Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4.42M in Q1 2025.
392 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on Droms Strauss Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.