PPWM
IBDQ

PFG Private Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

PFG Private Wealth Management’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
-35,991
Closed -$906K – 127
2025
Q2 		$906K Sell
35,991
-19
-0.1% -$477 0.47% 22
2025
Q1 		$906K Sell
36,010
-293,309
-89% -$7.37M 0.49% 20
2024
Q4 		$8.25M Buy
329,319
+7,597
+2% +$190K 4.7% 6
2024
Q3 		$8.08M Buy
321,722
+15,089
+5% +$377K 4.68% 5
2024
Q2 		$7.62M Buy
306,633
+4,842
+2% +$120K 4.62% 4
2024
Q1 		$7.49M Sell
301,791
-15,054
-5% -$373K 4.71% 4
2023
Q4 		$7.85M Sell
316,845
-69,093
-18% -$1.69M 5.28% 6
2023
Q3 		$9.41M Buy
385,938
+34,809
+10% +$849K 6.99% 6
2023
Q2 		$8.56M Buy
351,129
+29,321
+9% +$718K 5.05% 6
2023
Q1 		$7.89M Buy
321,808
+26,865
+9% +$656K 5.02% 6
2022
Q4 		$7.17M Buy
294,943
+11,822
+4% +$286K 4.45% 7
2022
Q3 		$6.83M Buy
283,121
+77,974
+38% +$1.92M 4.49% 7
2022
Q2 		$5.07M Buy
205,147
+7,959
+4% +$198K 2.84% 14
2022
Q1 		$4.98M Buy
197,188
+11,435
+6% +$295K 2.56% 14
2021
Q4 		$4.91M Sell
185,753
-66,275
-26% -$1.76M 2.53% 15
2021
Q3 		$6.77M Buy
252,028
+17,639
+8% +$476K 3.96% 9
2021
Q2 		$6.33M Buy
234,389
+11,871
+5% +$320K 4.1% 8
2021
Q1 		$5.97M Buy
222,518
+30,854
+16% +$835K 4.11% 8
2020
Q4 		$5.25M Buy
191,664
+15,973
+9% +$434K 4.02% 11
2020
Q3 		$4.77M Buy
175,691
+14,404
+9% +$391K 4.15% 10
2020
Q2 		$4.35M Buy
161,287
+3,908
+2% +$103K 4.1% 10
2020
Q1 		$3.93M Buy
157,379
+42,906
+37% +$1.11M 4.23% 10
2019
Q4 		$2.97M Buy
+114,473
New +$2.96M 2.65% 16

Other funds holding IBDQ

Bank of America
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
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

PFG Private Wealth Management's IBDQ Position: Q3 2025 in Review

PFG Private Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 35,991 shares — an estimated $906K sold.

PFG Private Wealth Management first reported a position in IBDQ in Q4 2019 and held it in 23 quarters. The position peaked at $9.41M in Q3 2023. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

  • PFG Private Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 35,991 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $906K.
  • PFG Private Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2019 and held it in 23 quarters.
  • PFG Private Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $9.41M in Q3 2023.
  • 361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on PFG Private Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.