FMWA
Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
61,703
+9,960
| +19% | +$251K | 0.03% | 175 |
|
|
2025
Q1 | $1.3M | Sell |
51,743
-1,598
| -3% | -$40.2K | 0.03% | 185 |
|
|
2024
Q4 | $1.34M | Buy |
+53,341
| New | +$1.34M | 0.03% | 193 |
|
|
2024
Q3 | – | Sell |
-44,346
| Closed | -$1.1M | – | 200 |
|
|
2024
Q2 | $1.1M | Buy |
+44,346
| New | +$1.1M | 0.03% | 202 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 230 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 219 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 219 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 272 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 249 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 241 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 316 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 317 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 235 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 166 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 160 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 157 |
|
|
2021
Q1 | – | Sell |
-23,035
| Closed | -$630K | – | 157 |
|
|
2020
Q4 | $630K | Hold |
23,035
| – | – | 0.03% | 186 |
|
|
2020
Q3 | $625K | Buy |
23,035
+1,836
| +9% | +$49.8K | 0.04% | 179 |
|
|
2020
Q2 | $572K | Hold |
21,199
| – | – | 0.04% | 179 |
|
|
2020
Q1 | $529K | Buy |
+21,199
| New | +$529K | 0.04% | 161 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 159 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 137 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 212 |
|