GWA
Gratus 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 | $31.8M | Buy |
1,262,358
+25,498
| +2% | +$642K | 4.81% | 7 |
|
|
2025
Q1 | $31.1M | Buy |
1,236,860
+42,203
| +4% | +$1.06M | 5.11% | 6 |
|
|
2024
Q4 | $29.9M | Buy |
1,194,657
+33,163
| +3% | +$831K | 4.79% | 5 |
|
|
2024
Q3 | $29.1M | Buy |
1,161,494
+54,497
| +5% | +$1.36M | 4.75% | 6 |
|
|
2024
Q2 | $27.5M | Buy |
1,106,997
+30,371
| +3% | +$756K | 4.75% | 5 |
|
|
2024
Q1 | $26.6M | Buy |
1,076,626
+87,412
| +9% | +$2.16M | 4.89% | 6 |
|
|
2023
Q4 | $24.5M | Buy |
+989,214
| New | +$24.5M | 4.83% | 6 |
|