Beacon Financial Planning’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 | $357K | Buy |
14,174
+73
| +0.5% | +$1.84K | 0.2% | 43 |
|
|
2025
Q1 | $355K | Buy |
14,101
+46
| +0.3% | +$1.16K | 0.2% | 42 |
|
|
2024
Q4 | $352K | Buy |
14,055
+1,320
| +10% | +$33.1K | 0.2% | 41 |
|
|
2024
Q3 | $320K | Sell |
12,735
-2,066
| -14% | -$51.9K | 0.2% | 38 |
|
|
2024
Q2 | $368K | Buy |
14,801
+899
| +6% | +$22.3K | 0.25% | 30 |
|
|
2024
Q1 | $345K | Buy |
13,902
+2,220
| +19% | +$55.1K | 0.24% | 29 |
|
|
2023
Q4 | $289K | Buy |
+11,682
| New | +$289K | 0.23% | 31 |
|