Lee Financial’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Lee Financial’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 Q2	–	Sell	-18,500	Closed	-$465K	–	150
2025 Q1	$465K	Buy	+18,500	New	+$465K	0.07%	98
2024 Q4	–	Sell	-18,500	Closed	-$463K	–	120
2024 Q3	$464K	Buy	+18,500	New	+$462K	0.07%	117
2024 Q2	–	Hold	0	–	–	–	102
2024 Q1	–	Sell	-18,500	Closed	-$458K	–	103
2023 Q4	$458K	Hold	18,500	–	–	0.08%	101
2023 Q3	$451K	Buy	+18,500	New	+$451K	0.08%	90
2022 Q4	–	Sell	-41,821	Closed	-$1.01M	–	961
2022 Q3	$1.01M	Hold	41,821	–	–	0.19%	65
2022 Q2	$1.03M	Hold	41,821	–	–	0.19%	67
2022 Q1	$1.06M	Buy	41,821 +14,600	+54%	+$377K	0.19%	66
2021 Q4	$719K	Hold	27,221	–	–	0.14%	76
2021 Q3	$731K	Hold	27,221	–	–	0.15%	75
2021 Q2	$735K	Hold	27,221	–	–	0.16%	74
2021 Q1	$730K	Hold	27,221	–	–	0.17%	69
2020 Q4	$745K	Hold	27,221	–	–	0.19%	67
2020 Q3	$739K	Hold	27,221	–	–	0.21%	68
2020 Q2	$734K	Hold	27,221	–	–	0.2%	72
2020 Q1	$680K	Hold	27,221	–	–	0.23%	59
2019 Q4	$706K	Hold	27,221	–	–	0.15%	77
2019 Q3	$704K	Hold	27,221	–	–	0.16%	77
2019 Q2	$697K	Hold	27,221	–	–	0.16%	77
2019 Q1	$677K	Hold	27,221	–	–	0.16%	75
2018 Q4	$642K	Hold	27,221	–	–	0.17%	68
2018 Q3	$651K	Hold	27,221	–	–	0.16%	74
2018 Q2	$651K	Buy	+27,221	New	+$652K	0.15%	74

Other funds holding IBDQ

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

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

SVWAG

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SWP

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

Lee Financial's IBDQ Position: Q2 2025 in Review

Lee Financial sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2025, closing a stake of 18,500 shares — an estimated $465K sold.

Lee Financial first reported a position in IBDQ in Q2 2018 and held it in 22 quarters. The position peaked at $1.06M in Q1 2022. 392 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

Lee Financial reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
Lee Financial sold 18,500 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2025, an estimated $465K.
Lee Financial first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2018 and held it in 22 quarters.
Lee Financial's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.06M in Q1 2022.
392 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on Lee Financial's 13F filing for Q2 2025, filed 24 Jul 2025.