SC
IBDQ

Stephens Consulting’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Stephens Consulting’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
-1,463
Closed -$36.9K – 499
2025
Q3 		$36.9K Buy
1,463
+15
+1% +$377 0.01% 152
2025
Q2 		$36.5K Sell
1,448
-176
-11% -$4.42K 0.01% 217
2025
Q1 		$40.8K Buy
1,624
+9
+0.6% +$226 0.01% 206
2024
Q4 		$40.4K Buy
1,615
+19
+1% +$476 0.01% 204
2024
Q3 		$40.1K Buy
1,596
+13
+0.8% +$324 0.01% 207
2024
Q2 		$39.4K Buy
1,583
+13
+0.8% +$322 0.01% 202
2024
Q1 		$38.9K Buy
1,570
+9
+0.6% +$223 0.01% 196
2023
Q4 		$38.7K Buy
1,561
+16
+1% +$392 0.01% 200
2023
Q3 		$37.7K Buy
1,545
+11
+0.7% +$268 0.02% 193
2023
Q2 		$37.4K Buy
1,534
+11
+0.7% +$269 0.01% 195
2023
Q1 		$37.4K Buy
1,523
+1,332
+697% +$32.5K 0.02% 197
2022
Q4 		$4.64K Hold
191
– – ﹤0.01% 379
2022
Q3 		$4.61K Hold
191
– – ﹤0.01% 419
2022
Q2 		$4.72K Hold
191
– – ﹤0.01% 407
2022
Q1 		$4.82K Hold
191
– – ﹤0.01% 435
2021
Q4 		$5.05K Buy
+191
New +$5.08K ﹤0.01% 475

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

Stephens Consulting's IBDQ Position: Q4 2025 in Review

Stephens Consulting sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 1,463 shares — an estimated $36.9K sold.

Stephens Consulting first reported a position in IBDQ in Q4 2021 and held it in 16 quarters. The position peaked at $40.8K in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Stephens Consulting reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Stephens Consulting sold 1,463 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $36.9K.
  • Stephens Consulting first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2021 and held it in 16 quarters.
  • Stephens Consulting's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $40.8K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.