Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $204K | Buy |
+8,270
| New | +$204K | 0.07% | 252 |
|
|
2016
Q4 | – | Sell |
-5,682
| Closed | -$146K | – | 589 |
|
|
2016
Q3 | $146K | Buy |
5,682
+1,500
| +36% | +$38.5K | 0.05% | 271 |
|
|
2016
Q2 | $107K | Hold |
4,182
| – | – | 0.04% | 305 |
|
|
2016
Q1 | $104K | Buy |
4,182
+844
| +25% | +$21K | 0.04% | 275 |
|
|
2015
Q4 | $80K | Buy |
+3,338
| New | +$80K | 0.03% | 315 |
|