LifePlan Financial’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 | $720K | Sell |
28,601
-23,700
| -45% | -$597K | 0.6% | 50 |
|
|
2025
Q1 | $1.32M | Sell |
52,301
-12,844
| -20% | -$323K | 1.15% | 24 |
|
|
2024
Q4 | $1.63M | Sell |
65,145
-33,156
| -34% | -$831K | 1.44% | 20 |
|
|
2024
Q3 | $2.47M | Buy |
98,301
+1,911
| +2% | +$48K | 2.12% | 12 |
|
|
2024
Q2 | $2.4M | Buy |
96,390
+1,676
| +2% | +$41.7K | 2.21% | 9 |
|
|
2024
Q1 | $2.35M | Buy |
94,714
+3,382
| +4% | +$83.9K | 2.15% | 10 |
|
|
2023
Q4 | $2.26M | Buy |
+91,332
| New | +$2.26M | 2.26% | 11 |
|