CSIA
Conrad Siegel Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $925K | Sell |
36,742
-12,896
| -26% | -$325K | 0.21% | 27 |
|
2025
Q1 | $1.25M | Buy |
49,638
+167
| +0.3% | +$4.2K | 0.32% | 24 |
|
2024
Q4 | $1.24M | Buy |
49,471
+4,459
| +10% | +$112K | 0.33% | 20 |
|
2024
Q3 | $1.13M | Buy |
45,012
+13,797
| +44% | +$346K | 0.31% | 20 |
|
2024
Q2 | $776K | Buy |
31,215
+599
| +2% | +$14.9K | 0.23% | 25 |
|
2024
Q1 | $760K | Buy |
+30,616
| New | +$760K | 0.22% | 25 |
|
2023
Q2 | – | Sell |
-13,989
| Closed | -$343K | – | 25 |
|
2023
Q1 | $343K | Buy |
13,989
+71
| +0.5% | +$1.74K | 0.3% | 25 |
|
2022
Q4 | $338K | Buy |
+13,918
| New | +$338K | 0.34% | 25 |
|