AE Wealth Management’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 | $5.28M | Buy |
209,816
+34,884
| +20% | +$878K | 0.04% | 340 |
|
|
2025
Q1 | $4.4M | Sell |
174,932
-11,725
| -6% | -$295K | 0.04% | 363 |
|
|
2024
Q4 | $4.68M | Buy |
+186,657
| New | +$4.68M | 0.04% | 353 |
|
|
2024
Q1 | – | Sell |
-78,005
| Closed | -$1.94M | – | 1534 |
|
|
2023
Q4 | $1.94M | Sell |
78,005
-12,626
| -14% | -$313K | 0.01% | 916 |
|
|
2023
Q3 | $2.21M | Buy |
90,631
+78,133
| +625% | +$1.9M | 0.01% | 816 |
|
|
2023
Q2 | $305K | Buy |
12,498
+3,160
| +34% | +$77K | ﹤0.01% | 1607 |
|
|
2023
Q1 | $229K | Buy |
+9,338
| New | +$229K | ﹤0.01% | 1672 |
|