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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Horan Securities's IBDQ Position: Q2 2025 in Review

Horan Securities increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 0.02% in Q2 2025, buying an estimated $176 and bringing the position to 39,551 shares worth $996K. The position accounts for 0.35% of the portfolio, ranked #31.

Horan Securities first reported a position in IBDQ in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.08M in Q2 2024. 393 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

Horan Securities held 39,551 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $996K as of Q2 2025.
Horan Securities bought 7 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2025, an estimated $176.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.35% of Horan Securities's portfolio in Q2 2025, its #31 holding.
Horan Securities first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and has held it in 11 quarters since.
Horan Securities's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.08M in Q2 2024.
393 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.