L.M. Kohn & Company’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

L.M. Kohn & Company’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	$367K	Sell	14,564 -2,100	-13%	-$52.8K	0.44%	70
2025 Q2	$420K	Sell	16,664 -2,856	-15%	-$71.7K	0.11%	156
2025 Q1	$491K	Sell	19,520 -2,123	-10%	-$53.3K	0.13%	147
2024 Q4	$542K	Hold	21,643	–	–	0.14%	133
2024 Q3	$543K	Buy	21,643 +6,310	+41%	+$157K	0.14%	138
2024 Q2	$369K	Buy	15,333 +1,810	+13%	+$44.8K	0.1%	169
2024 Q1	$336K	Buy	+13,523	New	+$335K	0.09%	191

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HPC

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.61B AUM 26.11% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

L.M. Kohn & Company's IBDQ Position: Q3 2025 in Review

L.M. Kohn & Company reduced its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 13% in Q3 2025, selling an estimated $52.8K and leaving 14,564 shares worth $367K. The position accounts for 0.44% of the portfolio, ranked #70.

L.M. Kohn & Company first reported a position in IBDQ in Q1 2024 and has held it in 7 quarters since. The position peaked at $543K in Q3 2024. 362 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

L.M. Kohn & Company held 14,564 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $367K as of Q3 2025.
L.M. Kohn & Company sold 2,100 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $52.8K.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.44% of L.M. Kohn & Company's portfolio in Q3 2025, its #70 holding.
L.M. Kohn & Company first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and has held it in 7 quarters since.
L.M. Kohn & Company's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $543K in Q3 2024.
362 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.