Kestra Private Wealth Services’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 | $2.24M | Buy |
89,020
+15,138
| +20% | +$381K | 0.03% | 465 |
|
|
2025
Q1 | $1.86M | Buy |
73,882
+1,291
| +2% | +$32.5K | 0.03% | 474 |
|
|
2024
Q4 | $1.82M | Sell |
72,591
-565
| -0.8% | -$14.2K | 0.03% | 452 |
|
|
2024
Q3 | $1.84M | Buy |
73,156
+4,011
| +6% | +$101K | 0.03% | 448 |
|
|
2024
Q2 | $1.72M | Buy |
69,145
+21,598
| +45% | +$537K | 0.03% | 429 |
|
|
2024
Q1 | $1.18M | Buy |
47,547
+16,144
| +51% | +$401K | 0.03% | 512 |
|
|
2023
Q4 | $778K | Buy |
31,403
+14,233
| +83% | +$352K | 0.02% | 591 |
|
|
2023
Q3 | $418K | Buy |
+17,170
| New | +$418K | 0.01% | 733 |
|