SFA
IBDQ

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

Sequoia 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
-76,737
Closed -$1.93M – 1956
2025
Q3 		$1.93M Hold
76,737
– – 0.01% 536
2025
Q2 		$1.93M Buy
+76,737
New +$1.93M 0.01% 486

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

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

Sequoia Financial Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 76,737 shares — an estimated $1.93M sold.

Sequoia Financial Advisors first reported a position in IBDQ in Q2 2025 and held it in 2 quarters. The position peaked at $1.93M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Sequoia Financial Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 76,737 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.93M.
  • Sequoia Financial Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2025 and held it in 2 quarters.
  • Sequoia Financial Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.93M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Sequoia Financial Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.