SS
IBDQ

Sunbelt Securities’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Sunbelt Securities’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
-14,928
Closed -$376K – 2859
2025
Q3 		$376K Sell
14,928
-2,437
-14% -$61.3K 0.03% 460
2025
Q2 		$435K Hold
17,365
– – 0.04% 384
2025
Q1 		$437K Hold
17,365
– – 0.04% 358
2024
Q4 		$435K Buy
17,365
+903
+5% +$22.6K 0.04% 387
2024
Q3 		$413K Hold
16,462
– – 0.04% 400
2024
Q2 		$409K Hold
16,462
– – 0.04% 380
2024
Q1 		$408K Hold
16,462
– – 0.05% 369
2023
Q4 		$408K Sell
16,462
-400
-2% -$9.8K 0.05% 348
2023
Q3 		$411K Sell
16,862
-601
-3% -$14.7K 0.06% 330
2023
Q2 		$426K Sell
17,463
-500
-3% -$12.2K 0.06% 314
2023
Q1 		$440K Sell
17,963
-833
-4% -$20.4K 0.07% 276
2022
Q4 		$457K Buy
18,796
+833
+5% +$20.2K 0.09% 260
2022
Q3 		$433K Sell
17,963
-9,330
-34% -$230K 0.09% 260
2022
Q2 		$674K Buy
27,293
+1,574
+6% +$39.2K 0.14% 188
2022
Q1 		$650K Buy
25,719
+1,174
+5% +$30.3K 0.12% 204
2021
Q4 		$636K Buy
+24,545
New +$652K 0.1% 220

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

Sunbelt Securities's IBDQ Position: Q4 2025 in Review

Sunbelt Securities sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 14,928 shares — an estimated $376K sold.

Sunbelt Securities first reported a position in IBDQ in Q4 2021 and held it in 16 quarters. The position peaked at $674K in Q2 2022. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Sunbelt Securities reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Sunbelt Securities sold 14,928 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $376K.
  • Sunbelt Securities first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2021 and held it in 16 quarters.
  • Sunbelt Securities's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $674K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.