Alterna 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 | $1.04M | Sell |
41,379
-131,047
| -76% | -$3.3M | 0.83% | 34 |
|
|
2025
Q1 | $4.34M | Sell |
172,426
-9,380
| -5% | -$236K | 3.29% | 7 |
|
|
2024
Q4 | $4.55M | Sell |
181,806
-2,859
| -2% | -$71.6K | 3.84% | 6 |
|
|
2024
Q3 | $4.64M | Buy |
184,665
+111,420
| +152% | +$2.8M | 4.16% | 5 |
|
|
2024
Q2 | $1.82M | Buy |
73,245
+50,553
| +223% | +$1.26M | 1.59% | 18 |
|
|
2024
Q1 | $563K | Buy |
22,692
+7,896
| +53% | +$196K | 0.46% | 48 |
|
|
2023
Q4 | $366K | Buy |
14,796
+5,525
| +60% | +$137K | 0.44% | 53 |
|
|
2023
Q3 | $226K | Buy |
+9,271
| New | +$226K | 0.29% | 64 |
|
|
2023
Q2 | – | Hold |
0
| – | -$227K | – | 88 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 74 |
|