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

Dunhill Financial’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	-403	Closed	-$10.1K	–	468
2025 Q2	$10.1K	Hold	403	–	–	﹤0.01%	444
2025 Q1	$10.1K	Sell	403 -403	-50%	-$10.1K	﹤0.01%	414
2024 Q4	$20.2K	Buy	806 +403	+100%	+$10.1K	0.01%	277
2024 Q3	$10.1K	Hold	403	–	–	0.01%	382
2024 Q2	$10K	Hold	403	–	–	0.01%	290
2024 Q1	$10K	Buy	+403	New	+$9.98K	0.01%	240

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 $79.5B AUM 27.1% 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

Dunhill Financial's IBDQ Position: Q3 2025 in Review

Dunhill Financial sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 403 shares — an estimated $10.1K sold.

Dunhill Financial first reported a position in IBDQ in Q1 2024 and held it in 6 quarters. The position peaked at $20.2K in Q4 2024. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

Dunhill Financial reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Dunhill Financial sold 403 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $10.1K.
Dunhill Financial first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 6 quarters.
Dunhill Financial's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $20.2K in Q4 2024.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Dunhill Financial's 13F filing for Q3 2025, filed 12 Nov 2025.