MTWM
Masso Torrence Wealth Management’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 | $1.19M | Sell |
47,364
-1,275
| -3% | -$32.1K | 0.55% | 36 |
|
|
2025
Q1 | $1.22M | Sell |
48,639
-24,898
| -34% | -$626K | 0.65% | 31 |
|
|
2024
Q4 | $1.84M | Buy |
73,537
+4,030
| +6% | +$101K | 0.97% | 25 |
|
|
2024
Q3 | $1.74M | Sell |
69,507
-7,259
| -9% | -$182K | 0.94% | 25 |
|
|
2024
Q2 | $1.91M | Sell |
76,766
-1,977
| -3% | -$49.1K | 1.06% | 22 |
|
|
2024
Q1 | $1.95M | Buy |
78,743
+10,624
| +16% | +$264K | 1.16% | 22 |
|
|
2023
Q4 | $1.69M | Buy |
68,119
+12,642
| +23% | +$313K | 1.15% | 23 |
|
|
2023
Q3 | $1.35M | Buy |
55,477
+2,031
| +4% | +$49.5K | 1.04% | 29 |
|
|
2023
Q2 | $1.3M | Buy |
53,446
+2,784
| +5% | +$67.9K | 0.94% | 32 |
|
|
2023
Q1 | $1.24M | Buy |
50,662
+6,109
| +14% | +$150K | 0.98% | 30 |
|
|
2022
Q4 | $1.08M | Buy |
+44,553
| New | +$1.08M | 0.86% | 34 |
|