JBA
IBDQ

Johnson Bixby & Associates’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Johnson Bixby & Associates’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
-21,343
Closed -$538K – 125
2025
Q3 		$538K Sell
21,343
-1,481
-6% -$37.2K 0.07% 66
2025
Q2 		$575K Buy
22,824
+7,433
+48% +$187K 0.08% 61
2025
Q1 		$387K Buy
15,391
+3,268
+27% +$82.1K 0.06% 79
2024
Q4 		$304K Buy
12,123
+155
+1% +$3.88K 0.05% 88
2024
Q3 		$300K Buy
11,968
+116
+1% +$2.9K 0.05% 91
2024
Q2 		$295K Buy
11,852
+112
+1% +$2.77K 0.05% 90
2024
Q1 		$291K Buy
11,740
+1,361
+13% +$33.7K 0.05% 92
2023
Q4 		$257K Sell
10,379
-1,027
-9% -$25.2K 0.05% 91
2023
Q3 		$278K Buy
+11,406
New +$278K 0.06% 82

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

Johnson Bixby & Associates's IBDQ Position: Q4 2025 in Review

Johnson Bixby & Associates sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 21,343 shares — an estimated $538K sold.

Johnson Bixby & Associates first reported a position in IBDQ in Q3 2023 and held it in 9 quarters. The position peaked at $575K in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Johnson Bixby & Associates reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Johnson Bixby & Associates sold 21,343 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $538K.
  • Johnson Bixby & Associates first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2023 and held it in 9 quarters.
  • Johnson Bixby & Associates's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $575K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Johnson Bixby & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.