Patriot Investment Management Group’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 | $741K | Hold |
29,438
| – | – | 0.05% | 131 |
|
|
2025
Q1 | $740K | Buy |
29,438
+1,420
| +5% | +$35.7K | 0.06% | 126 |
|
|
2024
Q4 | $702K | Buy |
28,018
+7,785
| +38% | +$195K | 0.05% | 128 |
|
|
2024
Q3 | $508K | Buy |
20,233
+995
| +5% | +$25K | 0.04% | 159 |
|
|
2024
Q2 | $478K | Sell |
19,238
-3,050
| -14% | -$75.8K | 0.04% | 162 |
|
|
2024
Q1 | $553K | Hold |
22,288
| – | – | 0.04% | 153 |
|
|
2023
Q4 | $552K | Buy |
22,288
+4,988
| +29% | +$124K | 0.05% | 149 |
|
|
2023
Q3 | $422K | Hold |
17,300
| – | – | 0.04% | 167 |
|
|
2023
Q2 | $422K | Hold |
17,300
| – | – | 0.04% | 176 |
|
|
2023
Q1 | $424K | Buy |
17,300
+450
| +3% | +$11K | 0.04% | 179 |
|
|
2022
Q4 | $414K | Hold |
16,850
| – | – | 0.04% | 179 |
|
|
2022
Q3 | $406K | Buy |
+16,850
| New | +$406K | 0.04% | 169 |
|
|
2020
Q3 | – | Sell |
-4,975
| Closed | -$134K | – | 393 |
|
|
2020
Q2 | $134K | Buy |
+4,975
| New | +$134K | 0.02% | 239 |
|