Evergreen 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 | $3.1K | Sell |
123
-1,965
| -94% | -$49.5K | ﹤0.01% | 218 |
|
|
2025
Q1 | $52.5K | Hold |
2,088
| – | – | 0.02% | 113 |
|
|
2024
Q4 | $52.3K | Hold |
2,088
| – | – | 0.02% | 116 |
|
|
2024
Q3 | $52.4K | Sell |
2,088
-156
| -7% | -$3.92K | 0.02% | 117 |
|
|
2024
Q2 | $55.8K | Buy |
2,244
+1
| +0% | +$25 | 0.03% | 114 |
|
|
2024
Q1 | $55.6K | Sell |
2,243
-98,990
| -98% | -$2.46M | 0.03% | 115 |
|
|
2023
Q4 | $2.51M | Buy |
+101,233
| New | +$2.51M | 1.35% | 32 |
|