SFS
IBDQ

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

Sowell 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
-156,883
Closed -$3.95M – 1140
2025
Q3 		$3.95M Sell
156,883
-13,079
-8% -$329K 0.15% 136
2025
Q2 		$4.28M Sell
169,962
-11,242
-6% -$282K 0.17% 122
2025
Q1 		$4.56M Buy
181,204
+6,262
+4% +$157K 0.21% 105
2024
Q4 		$4.38M Buy
174,942
+39,094
+29% +$979K 0.23% 103
2024
Q3 		$3.41M Buy
135,848
+61,076
+82% +$1.52M 0.16% 141
2024
Q2 		$1.86M Buy
74,772
+13,176
+21% +$326K 0.09% 232
2024
Q1 		$1.53M Buy
61,596
+2,938
+5% +$72.8K 0.07% 274
2023
Q4 		$1.45M Buy
+58,658
New +$1.44M 0.08% 270
2021
Q1 		– Sell
-1,003
Closed -$27K – 3187
2020
Q4 		$27K Hold
1,003
– – ﹤0.01% 1616
2020
Q3 		$27K Hold
1,003
– – ﹤0.01% 1430
2020
Q2 		$27K Sell
1,003
-6
-0.6% -$157 ﹤0.01% 1364
2020
Q1 		$25K Hold
1,009
– – ﹤0.01% 1309
2019
Q4 		$26K Sell
1,009
-796
-44% -$20.6K ﹤0.01% 1337
2019
Q3 		$47K Buy
+1,805
New +$46.4K ﹤0.01% 1017
2017
Q3 		– Sell
-30,493
Closed -$765K – 271
2017
Q2 		$765K Buy
30,493
+3,084
+11% +$76.9K 0.22% 101
2017
Q1 		$685K Sell
27,409
-4,805
-15% -$118K 0.2% 114
2016
Q4 		$788K Buy
+32,214
New +$800K 0.26% 92

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

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

Sowell Financial Services sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 156,883 shares — an estimated $3.95M sold.

Sowell Financial Services first reported a position in IBDQ in Q4 2016 and held it in 17 quarters. The position peaked at $4.56M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Sowell Financial Services reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Sowell Financial Services sold 156,883 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $3.95M.
  • Sowell Financial Services first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2016 and held it in 17 quarters.
  • Sowell Financial Services's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4.56M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.