Avior 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-8,431
| Closed | -$209K | – | 2941 |
|
2024
Q1 | $209K | Hold |
8,431
| – | – | 0.01% | 696 |
|
2023
Q4 | $209K | Hold |
8,431
| – | – | 0.01% | 512 |
|
2023
Q3 | $205K | Buy |
+8,431
| New | +$205K | 0.01% | 521 |
|
2021
Q4 | – | Sell |
-2
| Closed | – | – | 1155 |
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1113 |
|
2021
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1084 |
|