Godshalk Welsh Capital 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 | $778K | Buy |
30,900
+4,200
| +16% | +$106K | 0.48% | 67 |
|
|
2025
Q1 | $672K | Buy |
26,700
+650
| +2% | +$16.3K | 0.44% | 70 |
|
|
2024
Q4 | $653K | Buy |
26,050
+1,000
| +4% | +$25.1K | 0.42% | 70 |
|
|
2024
Q3 | $629K | Buy |
25,050
+2,600
| +12% | +$65.3K | 0.4% | 75 |
|
|
2024
Q2 | $558K | Buy |
22,450
+5,400
| +32% | +$134K | 0.37% | 78 |
|
|
2024
Q1 | $423K | Buy |
17,050
+2,500
| +17% | +$62K | 0.28% | 86 |
|
|
2023
Q4 | $360K | Buy |
+14,550
| New | +$360K | 0.26% | 91 |
|