Eldridge Investment Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Eldridge Investment 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 Q3	–	Sell	-39,772	Closed	-$998K	–	162
2025 Q2	$998K	Buy	39,772 +344	+0.9%	+$8.64K	0.21%	79
2025 Q1	$992K	Sell	39,428 -19,675	-33%	-$494K	0.23%	78
2024 Q4	$1.48M	Sell	59,103 -25,589	-30%	-$641K	0.34%	62
2024 Q3	$2.13M	Buy	84,692 +1,256	+2%	+$31.3K	0.5%	44
2024 Q2	$2.07M	Buy	83,436 +64,749	+346%	+$1.6M	0.52%	44
2024 Q1	$464K	Sell	18,687 -15,853	-46%	-$393K	0.12%	105
2023 Q4	$855K	Buy	34,540 +25,296	+274%	+$620K	0.22%	83
2023 Q3	$225K	Buy	9,244 +166	+2%	+$4.05K	0.07%	130
2023 Q2	$221K	Buy	9,078 +71	+0.8%	+$1.74K	0.07%	133
2023 Q1	$221K	Buy	9,007 +47	+0.5%	+$1.15K	0.08%	130
2022 Q4	$218K	Buy	+8,960	New	+$217K	0.08%	128

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

Eldridge Investment Advisors's IBDQ Position: Q3 2025 in Review

Eldridge Investment Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 39,772 shares — an estimated $998K sold.

Eldridge Investment Advisors first reported a position in IBDQ in Q4 2022 and held it in 11 quarters. The position peaked at $2.13M in Q3 2024. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

Eldridge Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Eldridge Investment Advisors sold 39,772 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $998K.
Eldridge Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and held it in 11 quarters.
Eldridge Investment Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.13M in Q3 2024.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Eldridge Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.