HIA
IBDQ

Harbor Investment Advisory’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Harbor Investment Advisory’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
-63,058
Closed -$1.59M – 1253
2025
Q3 		$1.59M Hold
63,058
– – 0.13% 127
2025
Q2 		$1.59M Buy
63,058
+4,894
+8% +$123K 0.14% 118
2025
Q1 		$1.46M Sell
58,164
-150
-0.3% -$3.77K 0.14% 116
2024
Q4 		$1.46M Buy
58,314
+1,320
+2% +$33.1K 0.14% 118
2024
Q3 		$1.43M Buy
56,994
+8,314
+17% +$207K 0.14% 117
2024
Q2 		$1.21M Buy
48,680
+3,862
+9% +$95.7K 0.13% 125
2024
Q1 		$1.11M Buy
44,818
+4,248
+10% +$105K 0.12% 138
2023
Q4 		$1M Buy
40,570
+2,191
+6% +$53.7K 0.12% 142
2023
Q3 		$935K Sell
38,379
-554
-1% -$13.5K 0.12% 137
2023
Q2 		$949K Buy
38,933
+372
+1% +$9.11K 0.13% 140
2023
Q1 		$946K Hold
38,561
– – 0.14% 140
2022
Q4 		$938K Buy
38,561
+33,073
+603% +$801K 0.15% 138
2022
Q3 		$132K Buy
+5,488
New +$135K 0.02% 408

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

Harbor Investment Advisory's IBDQ Position: Q4 2025 in Review

Harbor Investment Advisory sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 63,058 shares — an estimated $1.59M sold.

Harbor Investment Advisory first reported a position in IBDQ in Q3 2022 and held it in 13 quarters. The position peaked at $1.59M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Harbor Investment Advisory reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Harbor Investment Advisory sold 63,058 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.59M.
  • Harbor Investment Advisory first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2022 and held it in 13 quarters.
  • Harbor Investment Advisory's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.59M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Harbor Investment Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.