Avidian Wealth Enterprises’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 | $542K | Buy |
21,514
+8,015
| +59% | +$202K | 0.02% | 314 |
|
2025
Q1 | $339K | Buy |
+13,499
| New | +$339K | 0.02% | 382 |
|
2022
Q4 | – | Sell |
-10,015
| Closed | -$242K | – | 454 |
|
2022
Q3 | $242K | Sell |
10,015
-422
| -4% | -$10.2K | 0.02% | 368 |
|
2022
Q2 | $258K | Sell |
10,437
-755
| -7% | -$18.7K | 0.02% | 378 |
|
2022
Q1 | $283K | Buy |
+11,192
| New | +$283K | 0.02% | 392 |
|