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

Oldfather Financial Services’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	-45,878	Closed	-$1.16M	–	103
2025 Q3	$1.16M	Hold	45,878	–	–	0.36%	34
2025 Q2	$1.16M	Hold	45,878	–	–	0.4%	34
2025 Q1	$1.15M	Buy	45,878 +12,000	+35%	+$301K	0.44%	30
2024 Q4	$849K	Buy	+33,878	New	+$849K	0.32%	34

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Oldfather Financial Services's IBDQ Position: Q4 2025 in Review

Oldfather Financial Services sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 45,878 shares — an estimated $1.16M sold.

Oldfather Financial Services first reported a position in IBDQ in Q4 2024 and held it in 4 quarters. The position peaked at $1.16M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Oldfather Financial Services reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Oldfather Financial Services sold 45,878 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.16M.
Oldfather Financial Services first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 4 quarters.
Oldfather Financial Services's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.16M in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.