KPP Advisory Services’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

KPP Advisory Services’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	-13,740	Closed	-$346K	–	335
2025 Q3	$346K	Sell	13,740 -1,500	-10%	-$37.7K	0.05%	255
2025 Q2	$384K	Hold	15,240	–	–	0.06%	221
2025 Q1	$383K	Hold	15,240	–	–	0.07%	209
2024 Q4	$382K	Buy	15,240 +1,500	+11%	+$37.6K	0.09%	162
2024 Q3	$345K	Hold	13,740	–	–	0.08%	181
2024 Q2	$342K	Sell	13,740 -3,457	-20%	-$85.6K	0.09%	166
2024 Q1	$427K	Buy	+17,197	New	+$426K	0.12%	141
2023 Q4	–	Sell	-11,700	Closed	-$285K	–	160
2023 Q3	$285K	Buy	+11,700	New	+$285K	0.09%	160

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

KPP Advisory Services's IBDQ Position: Q4 2025 in Review

KPP Advisory Services sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 13,740 shares — an estimated $346K sold.

KPP Advisory Services first reported a position in IBDQ in Q3 2023 and held it in 8 quarters. The position peaked at $427K in Q1 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

KPP Advisory Services reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
KPP Advisory Services sold 13,740 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $346K.
KPP Advisory Services first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2023 and held it in 8 quarters.
KPP Advisory Services's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $427K in Q1 2024.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on KPP Advisory Services's 13F filing for Q4 2025, filed 2 Feb 2026.