Focus Partners 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
$21M Buy
+832,177
New +$21M 0.05% 347
2025
Q1
Sell
-925,026
Closed -$23.2M 300
2024
Q4
$23.2M Buy
925,026
+529,241
+134% +$13.3M 0.06% 288
2024
Q3
$9.93M Buy
395,785
+142,789
+56% +$3.58M 0.03% 407
2024
Q2
$6.29M Buy
252,996
+234,260
+1,250% +$5.82M 0.02% 459
2024
Q1
$465K Hold
18,736
﹤0.01% 736
2023
Q4
$464K Buy
+18,736
New +$464K 0.01% 591