Loring Wolcott & Coolidge Fiduciary Advisors’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 | $151K | Hold |
6,000
| – | – | ﹤0.01% | 310 |
|
|
2025
Q1 | $151K | Hold |
6,000
| – | – | ﹤0.01% | 297 |
|
|
2024
Q4 | $151K | Sell |
6,000
-1,500
| -20% | -$37.7K | ﹤0.01% | 311 |
|
|
2024
Q3 | $188K | Hold |
7,500
| – | – | ﹤0.01% | 287 |
|
|
2024
Q2 | $187K | Hold |
7,500
| – | – | ﹤0.01% | 280 |
|
|
2024
Q1 | $186K | Hold |
7,500
| – | – | ﹤0.01% | 278 |
|
|
2023
Q4 | $186K | Hold |
7,500
| – | – | ﹤0.01% | 287 |
|
|
2023
Q3 | $183K | Hold |
7,500
| – | – | ﹤0.01% | 296 |
|
|
2023
Q2 | $183K | Hold |
7,500
| – | – | ﹤0.01% | 303 |
|
|
2023
Q1 | $184K | Buy |
+7,500
| New | +$184K | ﹤0.01% | 284 |
|