PP
IBDQ

Prosperity Planning’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Prosperity Planning’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
Q3 		– Hold
0
– – – 75
2025
Q2 		– Hold
0
– – – 75
2025
Q1 		– Hold
0
– – – 72
2024
Q4 		– Hold
0
– – – 76
2024
Q3 		– Hold
0
– – – 79
2024
Q2 		– Hold
0
– – – 75
2024
Q1 		– Hold
0
– – – 74
2023
Q4 		– Hold
0
– – – 75
2022
Q2 		– Hold
0
– – – 88
2022
Q1 		– Hold
0
– – – 90
2021
Q4 		– Hold
0
– – – 88
2021
Q3 		– Hold
0
– – – 88
2021
Q2 		– Hold
0
– – – 84
2021
Q1 		– Hold
0
– – – 77

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return