Phillips Financial Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.85M Buy
2025
Q2
$2.37M Hold
2025
Q1
$2.37M Hold
2024
Q4
$2.36M Hold
2024
Q3
$2.37M Buy
2024
Q2
$2.31M Buy
2024
Q1
$1.93M Buy
2023
Q4
$1.57M Buy
2023
Q3
$1.07M Buy
2023
Q2
$1.07M Buy
2023
Q1
$1.06M Buy