IF
IBDQ

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

Ironwood 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
-7,991
Closed -$201K – 171
2025
Q3 		$201K Sell
7,991
-131,030
-94% -$3.29M 0.04% 165
2025
Q2 		$3.5M Hold
139,021
– – 0.75% 35
2025
Q1 		$3.5M Sell
139,021
-8,252
-6% -$207K 0.75% 35
2024
Q4 		$3.69M Buy
147,273
+11,111
+8% +$278K 0.77% 33
2024
Q3 		$3.42M Buy
136,162
+27,236
+25% +$680K 0.72% 32
2024
Q2 		$2.71M Buy
108,926
+18,596
+21% +$461K 0.61% 42
2024
Q1 		$2.24M Buy
90,330
+5,439
+6% +$135K 0.52% 45
2023
Q4 		$2.1M Buy
84,891
+20,328
+31% +$498K 0.51% 42
2023
Q3 		$1.57M Buy
64,563
+5,977
+10% +$146K 0.42% 44
2023
Q2 		$1.43M Buy
58,586
+3,773
+7% +$92.4K 0.38% 50
2023
Q1 		$1.34M Buy
54,813
+20,111
+58% +$491K 0.37% 52
2022
Q4 		$844K Buy
+34,702
New +$841K 0.26% 65
2022
Q2 		– Sell
-9,541
Closed -$241K – 120
2022
Q1 		$241K Buy
+9,541
New +$246K 0.07% 112

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

Ironwood Financial's IBDQ Position: Q4 2025 in Review

Ironwood Financial sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 7,991 shares — an estimated $201K sold.

Ironwood Financial first reported a position in IBDQ in Q1 2022 and held it in 13 quarters. The position peaked at $3.69M in Q4 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Ironwood Financial reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Ironwood Financial sold 7,991 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $201K.
  • Ironwood Financial first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2022 and held it in 13 quarters.
  • Ironwood Financial's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $3.69M in Q4 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Ironwood Financial's 13F filing for Q4 2025, filed 15 Jan 2026.