Phillips Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Hold |
94,310
| – | – | 0.17% | 72 |
|
|
2025
Q1 | $2.37M | Hold |
94,310
| – | – | 0.18% | 71 |
|
|
2024
Q4 | $2.36M | Hold |
94,310
| – | – | 0.19% | 71 |
|
|
2024
Q3 | $2.37M | Buy |
94,310
+1,506
| +2% | +$37.8K | 0.18% | 76 |
|
|
2024
Q2 | $2.31M | Buy |
92,804
+15,153
| +20% | +$377K | 0.19% | 78 |
|
|
2024
Q1 | $1.93M | Buy |
77,651
+14,437
| +23% | +$358K | 0.16% | 85 |
|
|
2023
Q4 | $1.57M | Buy |
63,214
+19,419
| +44% | +$481K | 0.14% | 87 |
|
|
2023
Q3 | $1.07M | Buy |
43,795
+6
| +0% | +$146 | 0.1% | 97 |
|
|
2023
Q2 | $1.07M | Buy |
43,789
+481
| +1% | +$11.7K | 0.1% | 97 |
|
|
2023
Q1 | $1.06M | Buy |
+43,308
| New | +$1.06M | 0.1% | 97 |
|