&Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

&Partners’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	-8,660	Closed	-$218K	–	2014
2025 Q1	$218K	Sell	8,660 -3,391	-28%	-$85.2K	﹤0.01%	1591
2024 Q4	$295K	Sell	12,051 -3,545	-23%	-$88.8K	﹤0.01%	1348
2024 Q3	$391K	Sell	15,596 -3,851	-20%	-$96.1K	0.01%	974
2024 Q2	$483K	Buy	19,447 +6,923	+55%	+$171K	0.02%	554
2024 Q1	$311K	Buy	+12,524	New	+$310K	0.04%	357

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

&Partners's IBDQ Position: Q2 2025 in Review

&Partners sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2025, closing a stake of 8,660 shares — an estimated $218K sold.

&Partners first reported a position in IBDQ in Q1 2024 and held it in 5 quarters. The position peaked at $483K in Q2 2024. 392 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

&Partners reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
&Partners sold 8,660 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2025, an estimated $218K.
&Partners first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 5 quarters.
&Partners's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $483K in Q2 2024.
392 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on &Partners's 13F filing for Q2 2025, filed 14 Aug 2025.