Centric Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Centric Wealth Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$1.79M	Buy
2023 Q1	$1.76M	Sell
2022 Q4	$2.21M	Sell
2022 Q3	$3.92M	Buy