JIR
IBDQ

James Investment Research’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

James Investment Research’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
-26,115
Closed -$658K – 369
2025
Q3 		$658K Sell
26,115
-1,000
-4% -$25.1K 0.07% 207
2025
Q2 		$683K Buy
27,115
+1,000
+4% +$25.1K 0.08% 185
2025
Q1 		$657K Buy
26,115
+2,000
+8% +$50.2K 0.08% 185
2024
Q4 		$604K Hold
24,115
– – 0.07% 194
2024
Q3 		$605K Buy
24,115
+2,000
+9% +$49.9K 0.07% 199
2024
Q2 		$550K Buy
22,115
+7,000
+46% +$173K 0.07% 205
2024
Q1 		$375K Buy
+15,115
New +$374K 0.04% 239

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

James Investment Research's IBDQ Position: Q4 2025 in Review

James Investment Research sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 26,115 shares — an estimated $658K sold.

James Investment Research first reported a position in IBDQ in Q1 2024 and held it in 7 quarters. The position peaked at $683K in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • James Investment Research reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • James Investment Research sold 26,115 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $658K.
  • James Investment Research first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 7 quarters.
  • James Investment Research's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $683K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on James Investment Research's 13F filing for Q4 2025, filed 29 Jan 2026.