Anchor Capital Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-10,800
| Closed | -$271K | – | 247 |
|
2024
Q3 | $271K | Hold |
10,800
| – | – | 0.01% | 228 |
|
2024
Q2 | $268K | Hold |
10,800
| – | – | 0.01% | 224 |
|
2024
Q1 | $268K | Hold |
10,800
| – | – | 0.01% | 229 |
|
2023
Q4 | $267K | Hold |
10,800
| – | – | 0.01% | 227 |
|
2023
Q3 | $263K | Buy |
10,800
+1,235
| +13% | +$30.1K | 0.01% | 242 |
|
2023
Q2 | $233K | Buy |
+9,565
| New | +$233K | 0.01% | 258 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 257 |
|