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

Edge Financial 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 Q4	–	Sell	-9,689	Closed	-$244K	–	139
2025 Q3	$244K	Hold	9,689	–	–	0.11%	124
2025 Q2	$243K	Hold	9,689	–	–	0.13%	116
2025 Q1	$244K	Buy	+9,689	New	+$243K	0.15%	90

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

Edge Financial Advisors's IBDQ Position: Q4 2025 in Review

Edge Financial Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 9,689 shares — an estimated $244K sold.

Edge Financial Advisors first reported a position in IBDQ in Q1 2025 and held it in 3 quarters. The position peaked at $244K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Edge Financial Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Edge Financial Advisors sold 9,689 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $244K.
Edge Financial Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2025 and held it in 3 quarters.
Edge Financial Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $244K in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.