SHFP
IBDQ

Second Half Financial Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Second Half Financial Partners’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
2023
Q3 		– Sell
-11,763
Closed -$287K – 79
2023
Q2 		$287K Buy
+11,763
New +$288K 0.07% 126

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Second Half Financial Partners's IBDQ Position: Q3 2023 in Review

Second Half Financial Partners sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2023, closing a stake of 11,763 shares — an estimated $287K sold.

Second Half Financial Partners first reported a position in IBDQ in Q2 2023 and held it in 1 quarter. The position peaked at $287K in Q2 2023. 280 funds tracked by Wall St. Rank hold IBDQ as of Q3 2023.

  • Second Half Financial Partners reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 11,763 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2023, an estimated $287K.
  • Second Half Financial Partners first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $287K in Q2 2023.
  • 280 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.