Householder Group Estate & Retirement Specialist’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-7,710
| Closed | -$193K | – | 829 |
|
2024
Q3 | $193K | Sell |
7,710
-158
| -2% | -$3.96K | 0.06% | 251 |
|
2024
Q2 | $195K | Sell |
7,868
-5,829
| -43% | -$144K | 0.05% | 250 |
|
2024
Q1 | $340K | Sell |
13,697
-1,273
| -9% | -$31.6K | 0.1% | 173 |
|
2023
Q4 | $370K | Sell |
14,970
-782
| -5% | -$19.3K | 0.12% | 157 |
|
2023
Q3 | $384K | Buy |
+15,752
| New | +$384K | 0.14% | 139 |
|
2023
Q1 | $438K | Buy |
+17,853
| New | +$438K | 0.17% | 117 |
|
2022
Q4 | – | Sell |
-30,937
| Closed | -$746K | – | 664 |
|
2022
Q3 | $746K | Sell |
30,937
-1,025
| -3% | -$24.7K | 0.31% | 70 |
|
2022
Q2 | $789K | Sell |
31,962
-929
| -3% | -$22.9K | 0.35% | 63 |
|
2022
Q1 | $831K | Buy |
32,891
+12
| +0% | +$303 | 0.34% | 82 |
|
2021
Q4 | $869K | Buy |
+32,879
| New | +$869K | 0.32% | 86 |
|