LMKC
L.M. Kohn & Company’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 | $420K | Sell |
16,664
-2,856
| -15% | -$71.9K | 0.11% | 156 |
|
|
2025
Q1 | $491K | Sell |
19,520
-2,123
| -10% | -$53.4K | 0.13% | 147 |
|
|
2024
Q4 | $542K | Hold |
21,643
| – | – | 0.14% | 133 |
|
|
2024
Q3 | $543K | Buy |
21,643
+6,310
| +41% | +$158K | 0.14% | 138 |
|
|
2024
Q2 | $369K | Buy |
15,333
+1,810
| +13% | +$43.5K | 0.1% | 169 |
|
|
2024
Q1 | $336K | Buy |
+13,523
| New | +$336K | 0.09% | 191 |
|