Hilltop Holdings’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Hilltop Holdings’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 Q1	–	Sell	-94,603	Closed	-$2.37M	–	877
2024 Q4	$2.37M	Buy	94,603 +1,018	+1%	+$25.5K	0.15%	158
2024 Q3	$2.35M	Buy	93,585 +3,964	+4%	+$98.9K	0.15%	150
2024 Q2	$2.23M	Buy	89,621 +5,739	+7%	+$142K	0.26%	92
2024 Q1	$2.08M	Buy	83,882 +4,716	+6%	+$117K	0.21%	116
2023 Q4	$1.96M	Buy	79,166 +45,862	+138%	+$1.12M	0.22%	133
2023 Q3	$812K	Buy	33,304 +670	+2%	+$16.3K	0.09%	247
2023 Q2	$796K	Buy	+32,634	New	+$799K	0.1%	233

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Hilltop Holdings's IBDQ Position: Q1 2025 in Review

Hilltop Holdings sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2025, closing a stake of 94,603 shares — an estimated $2.37M sold.

Hilltop Holdings first reported a position in IBDQ in Q2 2023 and held it in 7 quarters. The position peaked at $2.37M in Q4 2024. 397 funds tracked by Wall St. Rank hold IBDQ as of Q1 2025.

Hilltop Holdings reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
Hilltop Holdings sold 94,603 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2025, an estimated $2.37M.
Hilltop Holdings first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2023 and held it in 7 quarters.
Hilltop Holdings's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.37M in Q4 2024.
397 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2025.

Based on Hilltop Holdings's 13F filing for Q1 2025, filed 15 May 2025.