SPIA
IBDQ

Steward Partners Investment Advisory’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Steward Partners Investment Advisory’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
-71,843
Closed -$1.81M – 4389
2025
Q3 		$1.81M Buy
71,843
+24,418
+51% +$614K 0.01% 813
2025
Q2 		$1.19M Buy
47,425
+28,110
+146% +$706K 0.01% 920
2025
Q1 		$486K Buy
19,315
+1,161
+6% +$29.2K ﹤0.01% 1232
2024
Q4 		$455K Buy
18,154
+9,762
+116% +$245K ﹤0.01% 1208
2024
Q3 		$211K Sell
8,392
-5,084
-38% -$127K ﹤0.01% 1505
2024
Q2 		$335K Sell
13,476
-6,238
-32% -$155K ﹤0.01% 1235
2024
Q1 		$489K Buy
19,714
+4,980
+34% +$123K 0.01% 1063
2023
Q4 		$365K Sell
14,734
-292
-2% -$7.15K ﹤0.01% 1132
2023
Q3 		$366K Sell
15,026
-1,126
-7% -$27.5K 0.01% 1045
2023
Q2 		$394K Sell
16,152
-1,077
-6% -$26.4K 0.01% 1022
2023
Q1 		$423K Sell
17,229
-1,445
-8% -$35.3K 0.01% 992
2022
Q4 		$454K Sell
18,674
-57
-0.3% -$1.38K 0.01% 939
2022
Q3 		$452K Buy
18,731
+5,924
+46% +$146K 0.01% 888
2022
Q2 		$316K Sell
12,807
-533
-4% -$13.3K 0.01% 1016
2022
Q1 		$337K Sell
13,340
-1,836
-12% -$47.4K 0.01% 1074
2021
Q4 		$401K Buy
15,176
+717
+5% +$19.1K 0.01% 1025
2021
Q3 		$388K Sell
14,459
-3,173
-18% -$85.6K 0.01% 1008
2021
Q2 		$476K Buy
17,632
+3,520
+25% +$95K 0.01% 953
2021
Q1 		$379K Buy
14,112
+10,955
+347% +$297K 0.01% 994
2020
Q4 		$86K Buy
3,157
+293
+10% +$7.97K ﹤0.01% 1423
2020
Q3 		$78K Buy
2,864
+1,295
+83% +$35.2K ﹤0.01% 1314
2020
Q2 		$42K Hold
1,569
– – ﹤0.01% 1487
2020
Q1 		$39K Hold
1,569
– – ﹤0.01% 1361
2019
Q4 		$40K Sell
1,569
-39
-2% -$1.01K ﹤0.01% 1494
2019
Q3 		$41K Hold
1,608
– – ﹤0.01% 1435
2019
Q2 		$41K Buy
+1,608
New +$40.2K ﹤0.01% 1411
2018
Q4 		– Sell
-1,608
Closed -$38K – 1391
2018
Q3 		$38K Sell
1,608
-50
-3% -$1.2K ﹤0.01% 1301
2018
Q2 		$40K Buy
+1,658
New +$39.7K ﹤0.01% 1186

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

Steward Partners Investment Advisory's IBDQ Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 71,843 shares — an estimated $1.81M sold.

Steward Partners Investment Advisory first reported a position in IBDQ in Q2 2018 and held it in 28 quarters. The position peaked at $1.81M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 71,843 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.81M.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2018 and held it in 28 quarters.
  • Steward Partners Investment Advisory's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.81M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.