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Modern Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Modern Wealth Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.02M Buy
159,673
+40,651
+34% +$1.02M 0.1% 181
2025
Q1 		$2.99M Buy
119,022
+34,673
+41% +$872K 0.1% 173
2024
Q4 		$2.11M Buy
84,349
+57,818
+218% +$1.45M 0.08% 175
2024
Q3 		$666K Buy
+26,531
New +$666K 0.04% 207