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

LifePlan 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 Q3	–	Sell	-28,601	Closed	-$720K	–	89
2025 Q2	$720K	Sell	28,601 -23,700	-45%	-$595K	0.6%	50
2025 Q1	$1.32M	Sell	52,301 -12,844	-20%	-$323K	1.15%	24
2024 Q4	$1.63M	Sell	65,145 -33,156	-34%	-$831K	1.44%	20
2024 Q3	$2.47M	Buy	98,301 +1,911	+2%	+$47.7K	2.12%	12
2024 Q2	$2.4M	Buy	96,390 +1,676	+2%	+$41.5K	2.21%	9
2024 Q1	$2.35M	Buy	94,714 +3,382	+4%	+$83.8K	2.15%	10
2023 Q4	$2.26M	Buy	+91,332	New	+$2.24M	2.26%	11

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

LifePlan Financial's IBDQ Position: Q3 2025 in Review

LifePlan Financial sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 28,601 shares — an estimated $720K sold.

LifePlan Financial first reported a position in IBDQ in Q4 2023 and held it in 7 quarters. The position peaked at $2.47M in Q3 2024. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

LifePlan Financial reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
LifePlan Financial sold 28,601 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $720K.
LifePlan Financial first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 7 quarters.
LifePlan Financial's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.47M in Q3 2024.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on LifePlan Financial's 13F filing for Q3 2025, filed 13 Nov 2025.