PA
IBDQ

Probity Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Probity 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
-155,252
Closed -$3.91M – 237
2025
Q3 		$3.91M Buy
155,252
+5,521
+4% +$139K 0.63% 33
2025
Q2 		$3.77M Buy
149,731
+9,244
+7% +$232K 0.66% 30
2025
Q1 		$3.53M Buy
140,487
+4,442
+3% +$112K 0.68% 28
2024
Q4 		$3.41M Buy
136,045
+10,089
+8% +$253K 0.66% 31
2024
Q3 		$3.16M Buy
125,956
+7,920
+7% +$198K 0.61% 33
2024
Q2 		$2.93M Buy
118,036
+3,639
+3% +$90.1K 0.61% 36
2024
Q1 		$2.84M Buy
114,397
+48,578
+74% +$1.2M 0.59% 37
2023
Q4 		$1.63M Buy
+65,819
New +$1.61M 0.36% 56

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

Probity Advisors's IBDQ Position: Q4 2025 in Review

Probity Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 155,252 shares — an estimated $3.91M sold.

Probity Advisors first reported a position in IBDQ in Q4 2023 and held it in 8 quarters. The position peaked at $3.91M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Probity Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Probity Advisors sold 155,252 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $3.91M.
  • Probity Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
  • Probity Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $3.91M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Probity Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.