PFS
IBDQ

Prospera Financial Services’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Prospera Financial Services’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
-33,535
Closed -$845K – 1393
2025
Q3 		$845K Sell
33,535
-104,644
-76% -$2.63M 0.01% 751
2025
Q2 		$3.48M Buy
138,179
+48,062
+53% +$1.21M 0.06% 312
2025
Q1 		$2.27M Buy
+90,117
New +$2.26M 0.05% 361
2022
Q2 		– Sell
-1,825
Closed -$46K – 2071
2022
Q1 		$46K Buy
+1,825
New +$47.1K ﹤0.01% 1410
2020
Q3 		– Hold
0
– – – 619

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

Prospera Financial Services's IBDQ Position: Q4 2025 in Review

Prospera Financial Services sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 33,535 shares — an estimated $845K sold.

Prospera Financial Services first reported a position in IBDQ in Q1 2022 and held it in 4 quarters. The position peaked at $3.48M in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Prospera Financial Services reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Prospera Financial Services sold 33,535 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $845K.
  • Prospera Financial Services first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2022 and held it in 4 quarters.
  • Prospera Financial Services's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $3.48M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.