BWM
BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $826K | Sell |
33,879
-7,508
| -18% | -$183K | 0.08% | 144 |
|
|
2023
Q1 | $1.02M | Buy |
41,387
+3,150
| +8% | +$77.3K | 0.1% | 131 |
|
|
2022
Q4 | $930K | Buy |
38,237
+9,694
| +34% | +$236K | 0.1% | 130 |
|
|
2022
Q3 | $689K | Sell |
28,543
-1,490
| -5% | -$36K | 0.08% | 144 |
|
|
2022
Q2 | $742K | Buy |
30,033
+11,947
| +66% | +$295K | 0.09% | 141 |
|
|
2022
Q1 | $457K | Hold |
18,086
| – | – | 0.05% | 189 |
|
|
2021
Q4 | $478K | Buy |
18,086
+1,500
| +9% | +$39.6K | 0.05% | 192 |
|
|
2021
Q3 | $445K | Hold |
16,586
| – | – | 0.05% | 192 |
|
|
2021
Q2 | $448K | Buy |
16,586
+1,490
| +10% | +$40.2K | 0.05% | 186 |
|
|
2021
Q1 | $405K | Hold |
15,096
| – | – | 0.05% | 185 |
|
|
2020
Q4 | $413K | Buy |
15,096
+1,833
| +14% | +$50.1K | 0.06% | 174 |
|
|
2020
Q3 | $360K | Hold |
13,263
| – | – | 0.06% | 180 |
|
|
2020
Q2 | $358K | Hold |
13,263
| – | – | 0.06% | 178 |
|
|
2020
Q1 | $331K | Hold |
13,263
| – | – | 0.07% | 170 |
|
|
2019
Q4 | $344K | Hold |
13,263
| – | – | 0.06% | 182 |
|
|
2019
Q3 | $343K | Hold |
13,263
| – | – | 0.07% | 162 |
|
|
2019
Q2 | $340K | Buy |
13,263
+1,210
| +10% | +$31K | 0.07% | 163 |
|
|
2019
Q1 | $300K | Hold |
12,053
| – | – | 0.06% | 165 |
|
|
2018
Q4 | $284K | Buy |
12,053
+2,000
| +20% | +$47.1K | 0.07% | 149 |
|
|
2018
Q3 | $240K | Hold |
10,053
| – | – | 0.05% | 190 |
|
|
2018
Q2 | $241K | Buy |
+10,053
| New | +$241K | 0.05% | 185 |
|