Elevate Wealth Advisory’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	$169K	Buy	6,709 +2,784	+71%	+$70.1K	0.12%	82
2025 Q1	$98.7K	Hold	3,925	–	–	0.07%	82
2024 Q4	$98.3K	Hold	3,925	–	–	0.07%	76
2024 Q3	$98.5K	Buy	+3,925	New	+$98.5K	0.07%	78