GBWM
Granite Bay Wealth Management’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 | $322K | Hold |
12,800
| – | – | 0.1% | 53 |
|
|
2025
Q1 | $322K | Hold |
12,800
| – | – | 0.11% | 54 |
|
|
2024
Q4 | $321K | Sell |
12,800
-1,000
| -7% | -$25.1K | 0.12% | 57 |
|
|
2024
Q3 | $346K | Sell |
13,800
-2,000
| -13% | -$50.1K | 0.19% | 35 |
|
|
2024
Q2 | $393K | Sell |
15,800
-26,216
| -62% | -$652K | 0.21% | 45 |
|
|
2024
Q1 | $1.04M | Sell |
42,016
-3,320,992
| -99% | -$82.4M | 0.59% | 37 |
|
|
2023
Q4 | $82.4M | Sell |
3,363,008
-945,432
| -22% | -$23.2M | 0.74% | 25 |
|
|
2023
Q3 | $105M | Buy |
4,308,440
+4,246,640
| +6,872% | +$104M | 1.03% | 24 |
|
|
2023
Q2 | $1.51M | Buy |
61,800
+28,900
| +88% | +$705K | 1.4% | 15 |
|
|
2023
Q1 | $807K | Buy |
+32,900
| New | +$807K | 0.56% | 28 |
|