Accretive Wealth Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Buy |
25,866
+22
| +0.1% | +$554 | 0.21% | 100 |
|
|
2025
Q1 | $648K | Buy |
25,844
+1,889
| +8% | +$47.4K | 0.23% | 101 |
|
|
2024
Q4 | $600K | Buy |
23,955
+79
| +0.3% | +$1.98K | 0.25% | 98 |
|
|
2024
Q3 | $599K | Buy |
23,876
+5,230
| +28% | +$131K | 0.25% | 100 |
|
|
2024
Q2 | $464K | Buy |
18,646
+2,016
| +12% | +$50.1K | 0.19% | 107 |
|
|
2024
Q1 | $411K | Buy |
+16,630
| New | +$411K | 0.18% | 108 |
|