Focus Partners Wealth
IBDQ

Focus Partners Wealth’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Focus Partners Wealth’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
-750,980
Closed -$18.9M – 2745
2025
Q3 		$18.9M Sell
750,980
-81,197
-10% -$2.04M 0.03% 411
2025
Q2 		$21M Buy
+832,177
New +$20.9M 0.05% 347
2025
Q1 		– Sell
-925,026
Closed -$23.2M – 300
2024
Q4 		$23.2M Buy
925,026
+529,241
+134% +$13.3M 0.06% 288
2024
Q3 		$9.93M Buy
395,785
+142,789
+56% +$3.56M 0.03% 409
2024
Q2 		$6.29M Buy
252,996
+234,260
+1,250% +$5.8M 0.02% 459
2024
Q1 		$465K Hold
18,736
– – ﹤0.01% 736
2023
Q4 		$464K Buy
+18,736
New +$459K 0.01% 591

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
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

Focus Partners Wealth's IBDQ Position: Q4 2025 in Review

Focus Partners Wealth sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 750,980 shares — an estimated $18.9M sold.

Focus Partners Wealth first reported a position in IBDQ in Q4 2023 and held it in 7 quarters. The position peaked at $23.2M in Q4 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Focus Partners Wealth reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 750,980 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $18.9M.
  • Focus Partners Wealth first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 7 quarters.
  • Focus Partners Wealth's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $23.2M in Q4 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.