BerganKDV Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $826K | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $930K | Buy |
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|
2022
Q3 | $689K | Sell |
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|
2022
Q2 | $742K | Buy |
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|
2022
Q1 | $457K | Hold |
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|
2021
Q4 | $478K | Buy |
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|
2021
Q3 | $445K | Hold |
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|
2021
Q2 | $448K | Buy |
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|
2021
Q1 | $405K | Hold |
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|
2020
Q4 | $413K | Buy |
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|
2020
Q3 | $360K | Hold |
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|
2020
Q2 | $358K | Hold |
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|
2020
Q1 | $331K | Hold |
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|
2019
Q4 | $344K | Hold |
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|
2019
Q3 | $343K | Hold |
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|
2019
Q2 | $340K | Buy |
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|
2019
Q1 | $300K | Hold |
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|
2018
Q4 | $284K | Buy |
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|
2018
Q3 | $240K | Hold |
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|
2018
Q2 | $241K | Buy |
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