SFGP
IBDQ

Stonebridge Financial Group (Pennsylvania)’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-10,379
Closed -$261K – 255
2025
Q3 		$261K Hold
10,379
– – 0.02% 208
2025
Q2 		$261K Hold
10,379
– – 0.03% 205
2025
Q1 		$261K Hold
10,379
– – 0.03% 193
2024
Q4 		$260K Buy
+10,379
New +$260K 0.03% 205

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

Stonebridge Financial Group (Pennsylvania)'s IBDQ Position: Q4 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 10,379 shares — an estimated $261K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in IBDQ in Q4 2024 and held it in 4 quarters. The position peaked at $261K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 10,379 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $261K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 4 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares iBonds Dec 2025 Term Corporate ETF position peaked at $261K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q4 2025, filed 21 Jan 2026.