LPL Financial
IBDQ

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

LPL 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
Q4 		– Sell
-2,669,916
Closed -$67.3M – 5959
2025
Q3 		$67.3M Buy
2,669,916
+253,196
+10% +$6.36M 0.02% 700
2025
Q2 		$60.9M Buy
2,416,720
+11,309
+0.5% +$284K 0.02% 671
2025
Q1 		$60.5M Buy
2,405,411
+164,184
+7% +$4.12M 0.02% 608
2024
Q4 		$56.1M Buy
2,241,227
+307,439
+16% +$7.7M 0.02% 600
2024
Q3 		$48.5M Buy
1,933,788
+125,376
+7% +$3.13M 0.02% 629
2024
Q2 		$45M Buy
1,808,412
+134,981
+8% +$3.34M 0.02% 602
2024
Q1 		$41.5M Sell
1,673,431
-132,873
-7% -$3.29M 0.02% 608
2023
Q4 		$44.7M Buy
1,806,304
+265,318
+17% +$6.5M 0.03% 537
2023
Q3 		$37.6M Buy
1,540,986
+61,039
+4% +$1.49M 0.03% 553
2023
Q2 		$36.1M Buy
1,479,947
+64,737
+5% +$1.59M 0.03% 545
2023
Q1 		$34.7M Sell
1,415,210
-123,519
-8% -$3.02M 0.03% 524
2022
Q4 		$37.4M Buy
1,538,729
+7,438
+0.5% +$180K 0.03% 472
2022
Q3 		$37M Buy
1,531,291
+272,445
+22% +$6.72M 0.04% 431
2022
Q2 		$31.1M Buy
1,258,846
+264,082
+27% +$6.57M 0.03% 476
2022
Q1 		$25.1M Buy
994,764
+27,729
+3% +$715K 0.02% 582
2021
Q4 		$25.5M Buy
967,035
+54,951
+6% +$1.46M 0.02% 584
2021
Q3 		$24.5M Buy
912,084
+67,697
+8% +$1.83M 0.02% 549
2021
Q2 		$22.8M Buy
844,387
+89,094
+12% +$2.4M 0.02% 546
2021
Q1 		$20.3M Buy
755,293
+217,522
+40% +$5.89M 0.02% 541
2020
Q4 		$14.7M Buy
537,771
+263,379
+96% +$7.16M 0.02% 583
2020
Q3 		$7.44M Buy
274,392
+55,076
+25% +$1.5M 0.01% 760
2020
Q2 		$5.92M Buy
219,316
+20,554
+10% +$540K 0.01% 794
2020
Q1 		$4.96M Buy
198,762
+37,121
+23% +$957K 0.01% 757
2019
Q4 		$4.19M Buy
161,641
+46,792
+41% +$1.21M 0.01% 919
2019
Q3 		$2.97M Buy
114,849
+15,945
+16% +$410K 0.01% 1023
2019
Q2 		$2.53M Buy
98,904
+12,751
+15% +$319K 0.01% 1114
2019
Q1 		$2.14M Buy
86,153
+26,298
+44% +$640K ﹤0.01% 1163
2018
Q4 		$1.41M Buy
59,855
+33,880
+130% +$801K ﹤0.01% 1278
2018
Q3 		$621K Buy
25,975
+992
+4% +$23.8K ﹤0.01% 2066
2018
Q2 		$598K Buy
24,983
+2,333
+10% +$55.8K ﹤0.01% 2040
2018
Q1 		$550K Buy
22,650
+3,406
+18% +$83.2K ﹤0.01% 2053
2017
Q4 		$482K Buy
19,244
+149
+0.8% +$3.73K ﹤0.01% 2094
2017
Q3 		$480K Buy
19,095
+980
+5% +$24.6K ﹤0.01% 1977
2017
Q2 		$453K Buy
18,115
+1,309
+8% +$32.6K ﹤0.01% 1958
2017
Q1 		$415K Buy
16,806
+7,287
+77% +$179K ﹤0.01% 1959
2016
Q4 		$232K Buy
9,519
+500
+6% +$12.4K ﹤0.01% 2370
2016
Q3 		$229K Buy
+9,019
New +$231K ﹤0.01% 2318

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
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

LPL Financial's IBDQ Position: Q4 2025 in Review

LPL Financial sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 2,669,916 shares — an estimated $67.3M sold.

LPL Financial first reported a position in IBDQ in Q3 2016 and held it in 37 quarters. The position peaked at $67.3M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • LPL Financial reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 2,669,916 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $67.3M.
  • LPL Financial first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2016 and held it in 37 quarters.
  • LPL Financial's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $67.3M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.