Provenance Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Provenance Wealth Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$362K	Sell
2025 Q1	$422K	Sell
2024 Q4	$505K	Buy
2024 Q3	$326K	Buy
2024 Q2	$173K	Hold
2024 Q1	$173K	Sell
2023 Q4	$176K	Hold
2023 Q3	$174K	Buy