Robinson Smith Wealth Advisors’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 | $307K | Sell |
12,208
-2,802
| -19% | -$70.6K | 0.25% | 60 |
|
|
2025
Q1 | $378K | Sell |
15,010
-11,347
| -43% | -$285K | 0.32% | 60 |
|
|
2024
Q4 | $660K | Hold |
26,357
| – | – | 0.56% | 38 |
|
|
2024
Q3 | $662K | Hold |
26,357
| – | – | 0.56% | 38 |
|
|
2024
Q2 | $655K | Hold |
26,357
| – | – | 0.58% | 42 |
|
|
2024
Q1 | $654K | Hold |
26,357
| – | – | 0.63% | 42 |
|
|
2023
Q4 | $653K | Buy |
+26,357
| New | +$653K | 0.64% | 42 |
|