Corient Private Wealth
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Corient Private Wealth’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Corient Private Wealth’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– -$216K – 2278
2025
Q1 		– Sell
-8,600
Closed -$231K – 2026
2024
Q4 		$231K Buy
+8,600
New +$231K ﹤0.01% 2035
2024
Q3 		– Hold
0
– – – 2169