KWM
Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,350
| Closed | -$281K | – | 1034 |
|
|
2023
Q4 | $281K | Hold |
11,350
| – | – | 0.01% | 792 |
|
|
2023
Q3 | $277K | Hold |
11,350
| – | – | 0.01% | 780 |
|
|
2023
Q2 | $277K | Buy |
11,350
+30
| +0.3% | +$731 | 0.01% | 766 |
|
|
2023
Q1 | $278K | Buy |
11,320
+730
| +7% | +$17.9K | 0.01% | 734 |
|
|
2022
Q4 | $258K | Buy |
+10,590
| New | +$258K | 0.01% | 717 |
|