CWM
Centric 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
Q3 | – | Sell |
-73,476
| Closed | -$1.79M | – | 127 |
|
|
2023
Q2 | $1.79M | Buy |
73,476
+1,692
| +2% | +$41.2K | 0.71% | 35 |
|
|
2023
Q1 | $1.76M | Sell |
71,784
-19,167
| -21% | -$470K | 0.76% | 32 |
|
|
2022
Q4 | $2.21M | Sell |
90,951
-71,390
| -44% | -$1.74M | 1.12% | 22 |
|
|
2022
Q3 | $3.92M | Buy |
+162,341
| New | +$3.92M | 1.56% | 9 |
|