Householder Group Estate & Retirement Specialist’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-7,710	Closed	-$193K	–	829
2024 Q3	$193K	Sell	7,710 -158	-2%	-$3.94K	0.06%	251
2024 Q2	$195K	Sell	7,868 -5,829	-43%	-$144K	0.05%	250
2024 Q1	$340K	Sell	13,697 -1,273	-9%	-$31.5K	0.1%	173
2023 Q4	$370K	Sell	14,970 -782	-5%	-$19.2K	0.12%	157
2023 Q3	$384K	Buy	+15,752	New	+$384K	0.14%	139
2023 Q1	$438K	Buy	+17,853	New	+$436K	0.17%	117
2022 Q4	–	Sell	-30,937	Closed	-$746K	–	664
2022 Q3	$746K	Sell	30,937 -1,025	-3%	-$25.3K	0.31%	70
2022 Q2	$789K	Sell	31,962 -929	-3%	-$23.1K	0.35%	63
2022 Q1	$831K	Buy	32,891 +12	+0%	+$310	0.34%	82
2021 Q4	$869K	Buy	+32,879	New	+$874K	0.32%	86

Other funds holding IBDQ

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

HPC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IBDQ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2024, closing a stake of 7,710 shares — an estimated $193K sold.

Householder Group Estate & Retirement Specialist first reported a position in IBDQ in Q4 2021 and held it in 10 quarters. The position peaked at $869K in Q4 2021. 389 funds tracked by Wall St. Rank hold IBDQ as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 7,710 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2024, an estimated $193K.
Householder Group Estate & Retirement Specialist first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $869K in Q4 2021.
389 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.