JAG
Journey Advisory Group’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 | $14.5M | Sell |
577,438
-92,124
| -14% | -$2.32M | 1.13% | 24 |
|
|
2025
Q1 | $16.8M | Buy |
669,562
+163,853
| +32% | +$4.12M | 1.38% | 16 |
|
|
2024
Q4 | $12.6M | Hold |
505,709
| – | – | 1.51% | 18 |
|
|
2024
Q3 | $12.6M | Hold |
505,709
| – | – | 1.51% | 18 |
|
|
2024
Q2 | $12.6M | Buy |
505,709
+18,627
| +4% | +$463K | 1.5% | 18 |
|
|
2024
Q1 | $12.1M | Buy |
487,082
+471,082
| +2,944% | +$11.7M | 1.49% | 17 |
|
|
2023
Q4 | $396K | Sell |
16,000
-500
| -3% | -$12.4K | 0.05% | 160 |
|
|
2023
Q3 | $402K | Buy |
16,500
+3,112
| +23% | +$75.8K | 0.06% | 159 |
|
|
2023
Q2 | $326K | Hold |
13,388
| – | – | 0.05% | 170 |
|
|
2023
Q1 | $328K | Buy |
13,388
+2,138
| +19% | +$52.4K | 0.05% | 174 |
|
|
2022
Q4 | $274K | Sell |
11,250
-207
| -2% | -$5.03K | 0.07% | 185 |
|
|
2022
Q3 | $276K | Sell |
11,457
-3,700
| -24% | -$89.1K | 0.07% | 192 |
|
|
2022
Q2 | $379K | Buy |
15,157
+6,200
| +69% | +$155K | 0.09% | 180 |
|
|
2022
Q1 | $226K | Buy |
+8,957
| New | +$226K | 0.06% | 206 |
|