Chesley Taft & Associates’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 | $961K | Sell |
38,175
-11,509
| -23% | -$290K | 0.04% | 210 |
|
|
2025
Q1 | $1.25M | Sell |
49,684
-12,723
| -20% | -$320K | 0.06% | 180 |
|
|
2024
Q4 | $1.56M | Buy |
62,407
+2,925
| +5% | +$73.3K | 0.07% | 160 |
|
|
2024
Q3 | $1.49M | Buy |
59,482
+6,150
| +12% | +$154K | 0.07% | 161 |
|
|
2024
Q2 | $1.33M | Buy |
53,332
+7,800
| +17% | +$194K | 0.07% | 165 |
|
|
2024
Q1 | $1.13M | Buy |
45,532
+2,475
| +6% | +$61.4K | 0.06% | 179 |
|
|
2023
Q4 | $1.07M | Buy |
43,057
+13,632
| +46% | +$338K | 0.06% | 179 |
|
|
2023
Q3 | $717K | Buy |
29,425
+3,325
| +13% | +$81K | 0.05% | 199 |
|
|
2023
Q2 | $636K | Buy |
26,100
+1,300
| +5% | +$31.7K | 0.04% | 207 |
|
|
2023
Q1 | $608K | Buy |
24,800
+9,200
| +59% | +$226K | 0.04% | 209 |
|
|
2022
Q4 | $379K | Buy |
+15,600
| New | +$379K | 0.03% | 239 |
|