GeoWealth Management’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	$991K	Buy	39,349 +2,618	+7%	+$65.9K	0.04%	258
2025 Q1	$924K	Buy	36,731 +1,979	+6%	+$49.8K	0.04%	287
2024 Q4	$871K	Buy	+34,752	New	+$871K	0.03%	322