EP Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.52M | Buy |
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|
2025
Q1 | $4.95M | Sell |
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|
2024
Q4 | $5.28M | Buy |
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|
2024
Q3 | $4.88M | Buy |
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|
2024
Q2 | $4.78M | Sell |
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|
2024
Q1 | $4.79M | Sell |
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|
2023
Q4 | $4.83M | Buy |
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|
2023
Q3 | $4.37M | Buy |
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|
2023
Q2 | $4.38M | Sell |
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|
2023
Q1 | $6.8M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $462K | Hold |
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|
2021
Q1 | $459K | Hold |
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|
2020
Q4 | $469K | Buy |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $482K | Buy |
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|
2019
Q4 | $444K | Buy |
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