NFSG
IBDQ

Newbridge Financial Services Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Newbridge Financial Services Group’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
-1,683
Closed -$42.4K – 1314
2025
Q3 		$42.4K Hold
1,683
– – 0.01% 549
2025
Q2 		$42.4K Hold
1,683
– – 0.01% 539
2025
Q1 		$42.3K Buy
1,683
+800
+91% +$20.1K 0.01% 401
2024
Q4 		$22.1K Hold
883
– – 0.01% 577
2024
Q3 		$22.2K Hold
883
– – 0.01% 350
2024
Q2 		$22K Hold
883
– – 0.01% 554
2024
Q1 		$21.9K Hold
883
– – 0.01% 577
2023
Q4 		$21.9K Buy
+883
New +$21.6K 0.01% 575

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

Newbridge Financial Services Group's IBDQ Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 1,683 shares — an estimated $42.4K sold.

Newbridge Financial Services Group first reported a position in IBDQ in Q4 2023 and held it in 8 quarters. The position peaked at $42.4K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,683 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $42.4K.
  • Newbridge Financial Services Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
  • Newbridge Financial Services Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $42.4K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.