TABR Capital Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

TABR Capital Management’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	-41,675	Closed	-$1.05M	–	63
2025 Q3	$1.05M	Buy	41,675 +435	+1%	+$10.9K	0.72%	14
2025 Q2	$1.04M	Sell	41,240 -5,715	-12%	-$144K	0.89%	14
2025 Q1	$1.18M	Sell	46,955 -9,009	-16%	-$226K	1.23%	14
2024 Q4	$1.4M	Buy	+55,964	New	+$1.4M	1.23%	12

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

TABR Capital Management's IBDQ Position: Q4 2025 in Review

TABR Capital Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 41,675 shares — an estimated $1.05M sold.

TABR Capital Management first reported a position in IBDQ in Q4 2024 and held it in 4 quarters. The position peaked at $1.4M in Q4 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

TABR Capital Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
TABR Capital Management sold 41,675 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.05M.
TABR Capital Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 4 quarters.
TABR Capital Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.4M in Q4 2024.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on TABR Capital Management's 13F filing for Q4 2025, filed 9 Jan 2026.