First Horizon Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

First Horizon 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	$77.3K	Hold	3,071	–	–	﹤0.01%	801
2025 Q1	$77.2K	Hold	3,071	–	–	﹤0.01%	758
2024 Q4	$76.9K	Buy	3,071 +225	+8%	+$5.64K	﹤0.01%	780
2024 Q3	$71.4K	Hold	2,846	–	–	﹤0.01%	843
2024 Q2	$70.8K	Hold	2,846	–	–	﹤0.01%	784
2024 Q1	$70.6K	Hold	2,846	–	–	﹤0.01%	801
2023 Q4	$70.5K	Sell	2,846 -407	-13%	-$9.97K	﹤0.01%	784
2023 Q3	$79.3K	Buy	+3,253	New	+$79.3K	﹤0.01%	696
2023 Q2	–	Sell	-544	Closed	-$13.3K	–	2486
2023 Q1	$13.3K	Hold	544	–	–	﹤0.01%	1435
2022 Q4	$13.2K	Hold	544	–	–	﹤0.01%	1425
2022 Q3	$13K	Hold	544	–	–	﹤0.01%	1402
2022 Q2	$13K	Hold	544	–	–	﹤0.01%	1467
2022 Q1	$14K	Buy	+544	New	+$14K	﹤0.01%	991
2021 Q4	–	Sell	-12	Closed	–	–	2333
2021 Q3	$0	Hold	12	–	–	﹤0.01%	2343
2021 Q2	$0	Hold	12	–	–	﹤0.01%	2028
2021 Q1	$0	Buy	+12	New	+$325	﹤0.01%	1933

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 $79.5B AUM 27.1% 1-Year Est. Return

SWP

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

First Horizon Advisors's IBDQ Position: Q2 2025 in Review

First Horizon Advisors held its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) position steady in Q2 2025 at 3,071 shares worth $77.3K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

First Horizon Advisors first reported a position in IBDQ in Q1 2021 and has held it in 16 quarters since. The position peaked at $79.3K in Q3 2023. 392 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

First Horizon Advisors held 3,071 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $77.3K as of Q2 2025.
First Horizon Advisors left its iShares iBonds Dec 2025 Term Corporate ETF share count unchanged in Q2 2025.
iShares iBonds Dec 2025 Term Corporate ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #801 holding.
First Horizon Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2021 and has held it in 16 quarters since.
First Horizon Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $79.3K in Q3 2023.
392 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.