PFA
IBDQ

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

Pure Financial 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
-34,412
Closed -$867K – 551
2025
Q3 		$867K Buy
34,412
+2,570
+8% +$64.6K 0.01% 229
2025
Q2 		$802K Buy
+31,842
New +$800K 0.01% 227

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

Pure Financial Advisors's IBDQ Position: Q4 2025 in Review

Pure Financial Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 34,412 shares — an estimated $867K sold.

Pure Financial Advisors first reported a position in IBDQ in Q2 2025 and held it in 2 quarters. The position peaked at $867K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Pure Financial Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Pure Financial Advisors sold 34,412 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $867K.
  • Pure Financial Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2025 and held it in 2 quarters.
  • Pure Financial Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $867K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Pure Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.