KPP Advisory 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 | $384K | Hold |
15,240
| – | – | 0.06% | 221 |
|
2025
Q1 | $383K | Hold |
15,240
| – | – | 0.07% | 208 |
|
2024
Q4 | $382K | Buy |
15,240
+1,500
| +11% | +$37.6K | 0.09% | 162 |
|
2024
Q3 | $345K | Hold |
13,740
| – | – | 0.08% | 181 |
|
2024
Q2 | $342K | Sell |
13,740
-3,457
| -20% | -$85.9K | 0.09% | 166 |
|
2024
Q1 | $427K | Buy |
+17,197
| New | +$427K | 0.12% | 141 |
|
2023
Q4 | – | Sell |
-11,700
| Closed | -$285K | – | 160 |
|
2023
Q3 | $285K | Buy |
+11,700
| New | +$285K | 0.09% | 160 |
|