IFP Advisors’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 | $8.94M | Buy |
355,174
+6,303
| +2% | +$159K | 0.25% | 78 |
|
|
2025
Q1 | $8.77M | Buy |
348,871
+33,036
| +10% | +$831K | 0.27% | 75 |
|
|
2024
Q4 | $7.91M | Buy |
315,835
+29,983
| +10% | +$751K | 0.26% | 77 |
|
|
2024
Q3 | $7.17M | Buy |
285,852
+36,537
| +15% | +$917K | 0.26% | 80 |
|
|
2024
Q2 | $6.2M | Buy |
249,315
+15,570
| +7% | +$387K | 0.25% | 86 |
|
|
2024
Q1 | $5.8M | Buy |
233,745
+9,981
| +4% | +$248K | 0.25% | 90 |
|
|
2023
Q4 | $5.54M | Buy |
223,764
+15,049
| +7% | +$373K | 0.26% | 84 |
|
|
2023
Q3 | $5.09M | Sell |
208,715
-17,066
| -8% | -$416K | 0.23% | 93 |
|
|
2023
Q2 | $5.5M | Sell |
225,781
-32,239
| -12% | -$786K | 0.23% | 90 |
|
|
2023
Q1 | $6.17M | Buy |
258,020
+44,230
| +21% | +$1.06M | 0.27% | 75 |
|
|
2022
Q4 | $5.13M | Buy |
213,790
+155,840
| +269% | +$3.74M | 0.14% | 144 |
|
|
2022
Q3 | $1.39M | Buy |
57,950
+56,088
| +3,012% | +$1.34M | 0.04% | 524 |
|
|
2022
Q2 | $45K | Hold |
1,862
| – | – | ﹤0.01% | 2233 |
|
|
2022
Q1 | $45K | Sell |
1,862
-445
| -19% | -$10.8K | ﹤0.01% | 2233 |
|
|
2021
Q4 | $61K | Hold |
2,307
| – | – | ﹤0.01% | 1458 |
|
|
2021
Q3 | $62K | Hold |
2,307
| – | – | ﹤0.01% | 1449 |
|
|
2021
Q2 | $62K | Hold |
2,307
| – | – | ﹤0.01% | 1424 |
|
|
2021
Q1 | $62K | Buy |
2,307
+1,712
| +288% | +$46K | ﹤0.01% | 1367 |
|
|
2020
Q4 | $16K | Hold |
595
| – | – | ﹤0.01% | 1865 |
|
|
2020
Q3 | $16K | Sell |
595
-1,134
| -66% | -$30.5K | ﹤0.01% | 1728 |
|
|
2020
Q2 | $47K | Hold |
1,729
| – | – | ﹤0.01% | 1243 |
|
|
2020
Q1 | $43K | Buy |
1,729
+595
| +52% | +$14.8K | ﹤0.01% | 1187 |
|
|
2019
Q4 | $29K | Hold |
1,134
| – | – | ﹤0.01% | 1466 |
|
|
2019
Q3 | $29K | Buy |
+1,134
| New | +$29K | ﹤0.01% | 1601 |
|
|
2019
Q1 | – | Sell |
-1,134
| Closed | -$27K | – | 2811 |
|
|
2018
Q4 | $27K | Sell |
1,134
-2,109
| -65% | -$50.2K | ﹤0.01% | 1932 |
|
|
2018
Q3 | $78K | Buy |
3,243
+832
| +35% | +$20K | ﹤0.01% | 1624 |
|
|
2018
Q2 | $58K | Buy |
2,411
+104
| +5% | +$2.5K | ﹤0.01% | 1813 |
|
|
2018
Q1 | $58K | Hold |
2,307
| – | – | ﹤0.01% | 1729 |
|
|
2017
Q4 | $58K | Hold |
2,307
| – | – | ﹤0.01% | 1726 |
|
|
2017
Q3 | $58K | Hold |
2,307
| – | – | ﹤0.01% | 1885 |
|
|
2017
Q2 | $58K | Buy |
2,307
+1,173
| +103% | +$29.5K | ﹤0.01% | 1846 |
|
|
2017
Q1 | $28K | Hold |
1,134
| – | – | ﹤0.01% | 2261 |
|
|
2016
Q4 | $28K | Hold |
1,134
| – | – | ﹤0.01% | 2230 |
|
|
2016
Q3 | $29K | Buy |
+1,134
| New | +$29K | ﹤0.01% | 2151 |
|