POM Investment Strategies’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

POM Investment Strategies’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	-38,412	Closed	-$966K	–	186
2025 Q1	$966K	Sell	38,412 -3,981	-9%	-$100K	1.13%	15
2024 Q4	$1.06M	Buy	+42,393	New	+$1.06M	0.8%	18

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 $79.5B AUM 27.1% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

POM Investment Strategies's IBDQ Position: Q2 2025 in Review

POM Investment Strategies sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2025, closing a stake of 38,412 shares — an estimated $966K sold.

POM Investment Strategies first reported a position in IBDQ in Q4 2024 and held it in 2 quarters. The position peaked at $1.06M in Q4 2024. 392 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

POM Investment Strategies reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
POM Investment Strategies sold 38,412 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2025, an estimated $966K.
POM Investment Strategies first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 2 quarters.
POM Investment Strategies's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.06M in Q4 2024.
392 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on POM Investment Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.