Maltin Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-36,312
| Closed | -$885K | – | 112 |
|
2023
Q2 | $885K | Sell |
36,312
-6,685
| -16% | -$163K | 0.63% | 55 |
|
2023
Q1 | $1.05M | Sell |
42,997
-50,128
| -54% | -$1.23M | 0.76% | 45 |
|
2022
Q4 | $2.26M | Buy |
93,125
+18,697
| +25% | +$455K | 1.65% | 18 |
|
2022
Q3 | $1.8M | Buy |
74,428
+31,366
| +73% | +$757K | 1.42% | 23 |
|
2022
Q2 | $1.06M | Buy |
+43,062
| New | +$1.06M | 0.77% | 47 |
|