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