HS
IBDQ

Horan Securities’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Horan Securities’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 		$996K Buy
39,551
+7
+0% +$176 0.35% 31
2025
Q1 		$995K Sell
39,544
-193
-0.5% -$4.85K 0.38% 24
2024
Q4 		$995K Sell
39,737
-1,898
-5% -$47.5K 0.38% 22
2024
Q3 		$1.05M Sell
41,635
-1,970
-5% -$49.2K 0.4% 22
2024
Q2 		$1.08M Buy
43,605
+5,690
+15% +$141K 0.47% 13
2024
Q1 		$941K Buy
37,915
+1,772
+5% +$43.9K 0.44% 19
2023
Q4 		$895K Buy
36,143
+656
+2% +$16.1K 0.45% 17
2023
Q3 		$865K Buy
35,487
+5,493
+18% +$134K 0.46% 17
2023
Q2 		$731K Buy
29,994
+1,010
+3% +$24.7K 0.31% 34
2023
Q1 		$711K Buy
28,984
+23,543
+433% +$575K 0.36% 22
2022
Q4 		$132K Buy
+5,441
New +$132K 0.07% 128

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return