Foundation Wealth Management (Missouri)’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 | $2.95M | Buy |
117,346
+95
| +0.1% | +$2.39K | 2.06% | 13 |
|
|
2025
Q1 | $2.95M | Sell |
117,251
-941
| -0.8% | -$23.7K | 2.31% | 13 |
|
|
2024
Q4 | $2.96M | Buy |
118,192
+420
| +0.4% | +$10.5K | 2.3% | 9 |
|
|
2024
Q3 | $2.96M | Buy |
117,772
+1,825
| +2% | +$45.8K | 2.24% | 10 |
|
|
2024
Q2 | $2.88M | Sell |
115,947
-3,341
| -3% | -$83.1K | 2.26% | 10 |
|
|
2024
Q1 | $2.96M | Buy |
+119,288
| New | +$2.96M | 2.41% | 9 |
|
|
2023
Q4 | – | Hold |
0
| – | -$2.8M | – | 10 |
|
|
2023
Q3 | – | Hold |
0
| – | -$2.8M | – | 10 |
|
|
2023
Q2 | – | Hold |
0
| – | -$2.93M | – | 12 |
|
|
2023
Q1 | – | Hold |
0
| – | -$3.41M | – | 10 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7 |
|