HFRG
IBDQ

Houlihan Financial Resource Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Houlihan Financial Resource Group’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
-95,110
Closed -$2.4M – 108
2025
Q3 		$2.4M Sell
95,110
-159,832
-63% -$4.02M 2.1% 15
2025
Q2 		$6.42M Sell
254,942
-9,397
-4% -$236K 2.66% 11
2025
Q1 		$6.65M Sell
264,339
-9,260
-3% -$233K 2.99% 7
2024
Q4 		$6.85M Buy
273,599
+8,155
+3% +$204K 2.92% 9
2024
Q3 		$6.66M Sell
265,444
-3,091
-1% -$77.1K 2.76% 10
2024
Q2 		$6.68M Buy
268,535
+4,953
+2% +$123K 4.55% 5
2024
Q1 		$6.54M Buy
263,582
+28,742
+12% +$712K 2.93% 8
2023
Q4 		$5.82M Buy
234,840
+8,144
+4% +$199K 2.82% 10
2023
Q3 		$5.53M Sell
226,696
-4,882,695
-96% -$119M 2.96% 8
2023
Q2 		$125M Buy
5,109,391
+4,898,372
+2,321% +$120M 3.89% 8
2023
Q1 		$5.18M Buy
211,019
+38,359
+22% +$937K 2.82% 10
2022
Q4 		$4.21M Buy
172,660
+38,085
+28% +$923K 2.43% 13
2022
Q3 		$3.27M Buy
+134,575
New +$3.32M 1.99% 18
2020
Q3 		$690K Buy
+25,420
New +$690K 0.4% 48

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

Houlihan Financial Resource Group's IBDQ Position: Q4 2025 in Review

Houlihan Financial Resource Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 95,110 shares — an estimated $2.4M sold.

Houlihan Financial Resource Group first reported a position in IBDQ in Q3 2020 and held it in 14 quarters. The position peaked at $125M in Q2 2023. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Houlihan Financial Resource Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 95,110 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $2.4M.
  • Houlihan Financial Resource Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2020 and held it in 14 quarters.
  • Houlihan Financial Resource Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $125M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Houlihan Financial Resource Group's 13F filing for Q4 2025, filed 10 Feb 2026.