PGAM
IBDQ

Princeton Global Asset Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Princeton Global Asset 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
-60,856
Closed -$1.53M – 837
2025
Q3 		$1.53M Sell
60,856
-1,297
-2% -$32.6K 0.25% 85
2025
Q2 		$1.57M Sell
62,153
-2,338
-4% -$58.7K 0.28% 77
2025
Q1 		$1.62M Sell
64,491
-3,448
-5% -$86.6K 0.32% 76
2024
Q4 		$1.7M Sell
67,939
-2,831
-4% -$70.9K 0.32% 69
2024
Q3 		$1.78M Buy
70,770
+7,869
+13% +$196K 0.35% 66
2024
Q2 		$1.56M Buy
62,901
+4,278
+7% +$106K 0.35% 68
2024
Q1 		$1.45M Buy
58,623
+13,142
+29% +$325K 0.35% 69
2023
Q4 		$1.13M Buy
45,481
+2,993
+7% +$73.3K 0.28% 77
2023
Q3 		$1.04M Buy
42,488
+4,707
+12% +$115K 0.29% 78
2023
Q2 		$921K Sell
37,781
-1,433
-4% -$35.1K 0.27% 78
2023
Q1 		$962K Buy
39,214
+14,401
+58% +$352K 0.28% 81
2022
Q4 		$603K Sell
24,813
-4,258
-15% -$103K 0.2% 100
2022
Q3 		$701K Buy
29,071
+16
+0.1% +$395 0.24% 90
2022
Q2 		$718K Buy
29,055
+758
+3% +$18.9K 0.23% 93
2022
Q1 		$715K Buy
28,297
+435
+2% +$11.2K 0.2% 101
2021
Q4 		$736K Sell
27,862
-738
-3% -$19.6K 0.21% 107
2021
Q3 		$768K Buy
28,600
+1,427
+5% +$38.5K 0.23% 100
2021
Q2 		$733K Buy
27,173
+4,375
+19% +$118K 0.22% 104
2021
Q1 		$612K Buy
22,798
+21,213
+1,338% +$574K 0.2% 110
2020
Q4 		$43K Buy
1,585
+180
+13% +$4.89K 0.02% 256
2020
Q3 		$38K Buy
+1,405
New +$38.2K 0.02% 233

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

Princeton Global Asset Management's IBDQ Position: Q4 2025 in Review

Princeton Global Asset Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 60,856 shares — an estimated $1.53M sold.

Princeton Global Asset Management first reported a position in IBDQ in Q3 2020 and held it in 21 quarters. The position peaked at $1.78M in Q3 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Princeton Global Asset Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Princeton Global Asset Management sold 60,856 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.53M.
  • Princeton Global Asset Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2020 and held it in 21 quarters.
  • Princeton Global Asset Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.78M in Q3 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Princeton Global Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.