IF
IBDQ

IRON Financial’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

IRON Financial’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
-85,908
Closed -$2.16M – 139
2025
Q3 		$2.16M Sell
85,908
-52,319
-38% -$1.32M 1.04% 21
2025
Q2 		$3.48M Sell
138,227
-15,317
-10% -$385K 1.8% 14
2025
Q1 		$3.86M Sell
153,544
-27,615
-15% -$693K 2.16% 11
2024
Q4 		$4.54M Sell
181,159
-1,940
-1% -$48.6K 2.55% 11
2024
Q3 		$4.6M Buy
183,099
+378
+0.2% +$9.43K 2.5% 10
2024
Q2 		$4.54M Sell
182,721
-531
-0.3% -$13.2K 2.55% 11
2024
Q1 		$4.55M Buy
183,252
+243
+0.1% +$6.02K 2.53% 11
2023
Q4 		$4.53M Sell
183,009
-3,442
-2% -$84.3K 2.57% 12
2023
Q3 		$4.54M Sell
186,451
-3,266
-2% -$79.7K 2.64% 12
2023
Q2 		$4.63M Buy
189,717
+545
+0.3% +$13.3K 2.48% 12
2023
Q1 		$4.64M Sell
189,172
-1,250
-0.7% -$30.5K 2.55% 13
2022
Q4 		$4.63M Sell
190,422
-11,853
-6% -$287K 2.66% 12
2022
Q3 		$4.88M Buy
202,275
+6,623
+3% +$163K 2.68% 12
2022
Q2 		$4.83M Buy
195,652
+16,880
+9% +$420K 2.53% 13
2022
Q1 		$4.51M Buy
178,772
+42,518
+31% +$1.1M 2.08% 14
2021
Q4 		$3.6M Buy
136,254
+16,622
+14% +$442K 1.61% 20
2021
Q3 		$3.21M Buy
119,632
+22,831
+24% +$616K 1.54% 19
2021
Q2 		$2.61M Buy
+96,801
New +$2.61M 1.22% 20

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

IRON Financial's IBDQ Position: Q4 2025 in Review

IRON Financial sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 85,908 shares — an estimated $2.16M sold.

IRON Financial first reported a position in IBDQ in Q2 2021 and held it in 18 quarters. The position peaked at $4.88M in Q3 2022. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • IRON Financial reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • IRON Financial sold 85,908 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $2.16M.
  • IRON Financial first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2021 and held it in 18 quarters.
  • IRON Financial's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4.88M in Q3 2022.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on IRON Financial's 13F filing for Q4 2025, filed 22 Jan 2026.