Baron Silver Stevens Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.7M | Buy |
67,341
+153
| +0.2% | +$3.85K | 0.27% | 46 |
|
2025
Q1 | $1.69M | Buy |
67,188
+98
| +0.1% | +$2.47K | 0.3% | 43 |
|
2024
Q4 | $1.68M | Buy |
67,090
+322
| +0.5% | +$8.07K | 0.29% | 43 |
|
2024
Q3 | $1.68M | Buy |
+66,768
| New | +$1.68M | 0.29% | 40 |
|
2024
Q2 | – | Hold |
0
| – | -$1.39M | – | 42 |
|
2024
Q1 | – | Hold |
0
| – | -$1.14M | – | 44 |
|
2023
Q4 | – | Hold |
0
| – | -$382K | – | 44 |
|
2023
Q3 | – | Hold |
0
| – | -$502K | – | 67 |
|
2023
Q2 | – | Hold |
0
| – | -$382K | – | 62 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 63 |
|