PFM
IBDQ

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

Phillips Financial 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
Q4 		– Sell
-112,989
Closed -$2.85M – 315
2025
Q3 		$2.85M Buy
112,989
+18,679
+20% +$470K 0.19% 69
2025
Q2 		$2.37M Hold
94,310
– – 0.17% 72
2025
Q1 		$2.37M Hold
94,310
– – 0.18% 71
2024
Q4 		$2.36M Hold
94,310
– – 0.19% 71
2024
Q3 		$2.37M Buy
94,310
+1,506
+2% +$37.6K 0.18% 76
2024
Q2 		$2.31M Buy
92,804
+15,153
+20% +$375K 0.19% 78
2024
Q1 		$1.93M Buy
77,651
+14,437
+23% +$358K 0.16% 85
2023
Q4 		$1.57M Buy
63,214
+19,419
+44% +$476K 0.14% 87
2023
Q3 		$1.07M Buy
43,795
+6
+0% +$146 0.1% 97
2023
Q2 		$1.07M Buy
43,789
+481
+1% +$11.8K 0.1% 97
2023
Q1 		$1.06M Buy
+43,308
New +$1.06M 0.1% 97

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

Phillips Financial Management's IBDQ Position: Q4 2025 in Review

Phillips Financial Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 112,989 shares — an estimated $2.85M sold.

Phillips Financial Management first reported a position in IBDQ in Q1 2023 and held it in 11 quarters. The position peaked at $2.85M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Phillips Financial Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Phillips Financial Management sold 112,989 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $2.85M.
  • Phillips Financial Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and held it in 11 quarters.
  • Phillips Financial Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.85M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Phillips Financial Management's 13F filing for Q4 2025, filed 26 Jan 2026.