BWM
BCS Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24,808
| Closed | -$624K | – | 266 |
|
|
2025
Q1 | $624K | Hold |
24,808
| – | – | 0.16% | 121 |
|
|
2024
Q4 | $621K | Hold |
24,808
| – | – | 0.15% | 124 |
|
|
2024
Q3 | $623K | Hold |
24,808
| – | – | 0.26% | 78 |
|
|
2024
Q2 | $617K | Hold |
24,808
| – | – | 0.3% | 70 |
|
|
2024
Q1 | $615K | Buy |
24,808
+12,383
| +100% | +$307K | 0.2% | 110 |
|
|
2023
Q4 | $308K | Buy |
+12,425
| New | +$308K | 0.11% | 162 |
|