Crestmont Private Wealth’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 | $1.86M | Buy |
73,942
+1,674
| +2% | +$42.2K | 0.67% | 13 |
|
|
2025
Q1 | $1.82M | Buy |
72,268
+13,583
| +23% | +$342K | 0.79% | 11 |
|
|
2024
Q4 | $1.47M | Buy |
58,685
+34,393
| +142% | +$862K | 0.66% | 12 |
|
|
2024
Q3 | $610K | Buy |
24,292
+7,260
| +43% | +$182K | 0.27% | 26 |
|
|
2024
Q2 | $423K | Buy |
17,032
+2,418
| +17% | +$60.1K | 0.2% | 32 |
|
|
2024
Q1 | $363K | Buy |
+14,614
| New | +$363K | 0.18% | 42 |
|