Keeler Thomas Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Keeler Thomas Management’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 Q3	–	Sell	-467,752	Closed	-$11.8M	–	1
2025 Q2	$11.8M	Sell	467,752 -7,933	-2%	-$199K	5.07%	1
2025 Q1	$12M	Sell	475,685 -147,594	-24%	-$3.71M	5.86%	2
2024 Q4	$15.6M	Sell	623,279 -36,354	-6%	-$911K	5.56%	2
2024 Q3	$16.6M	Buy	659,633 +1,290	+0.2%	+$32.2K	5.24%	2
2024 Q2	$16.4M	Buy	658,343 +3,249	+0.5%	+$80.5K	5.59%	2
2024 Q1	$16.3M	Buy	655,094 +44,376	+7%	+$1.1M	5.58%	2
2023 Q4	$15.1M	Buy	+610,718	New	+$15M	5.96%	1
2023 Q3	–	Sell	-567,856	Closed	-$13.9M	–	2
2023 Q2	$14.3M	Buy	+567,856	New	+$13.9M	5.76%	2
2023 Q1	–	Hold	0	–	–	–	2
2022 Q4	–	Hold	0	–	–	–	16

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SVWAG

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Keeler Thomas Management's IBDQ Position: Q3 2025 in Review

Keeler Thomas Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 467,752 shares — an estimated $11.8M sold.

Keeler Thomas Management first reported a position in IBDQ in Q2 2023 and held it in 8 quarters. The position peaked at $16.6M in Q3 2024. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

Keeler Thomas Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Keeler Thomas Management sold 467,752 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $11.8M.
Keeler Thomas Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2023 and held it in 8 quarters.
Keeler Thomas Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $16.6M in Q3 2024.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Keeler Thomas Management's 13F filing for Q3 2025, filed 4 Nov 2025.