PCIA
IBDQ

Prime Capital Investment Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Prime Capital Investment Advisors’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
-74,351
Closed -$1.87M – 1065
2025
Q3 		$1.87M Sell
74,351
-5,948
-7% -$150K 0.02% 351
2025
Q2 		$2.02M Sell
80,299
-59,689
-43% -$1.5M 0.03% 327
2025
Q1 		$3.52M Buy
139,988
+54,686
+64% +$1.37M 0.04% 278
2024
Q4 		$2.14M Buy
85,302
+6,388
+8% +$160K 0.03% 290
2024
Q3 		$1.98M Buy
78,914
+18,080
+30% +$451K 0.03% 317
2024
Q2 		$1.51M Sell
60,834
-3,134
-5% -$77.6K 0.02% 352
2024
Q1 		$1.59M Buy
63,968
+4,996
+8% +$124K 0.02% 382
2023
Q4 		$1.46M Buy
58,972
+23,338
+65% +$572K 0.02% 374
2023
Q3 		$868K Buy
35,634
+20,977
+143% +$512K 0.02% 367
2023
Q2 		$357K Buy
+14,657
New +$359K 0.01% 556
2021
Q3 		– Sell
-9,505
Closed -$257K – 330
2021
Q2 		$257K Buy
+9,505
New +$256K 0.01% 328

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

Prime Capital Investment Advisors's IBDQ Position: Q4 2025 in Review

Prime Capital Investment Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 74,351 shares — an estimated $1.87M sold.

Prime Capital Investment Advisors first reported a position in IBDQ in Q2 2021 and held it in 11 quarters. The position peaked at $3.52M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Prime Capital Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 74,351 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.87M.
  • Prime Capital Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2021 and held it in 11 quarters.
  • Prime Capital Investment Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $3.52M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.