Roble Belko & Company’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 | $1.01M | Buy |
40,249
+1
| +0% | +$25 | 0.15% | 51 |
|
|
2025
Q1 | $1.01M | Buy |
40,248
+1
| +0% | +$25 | 0.16% | 50 |
|
|
2024
Q4 | $1.01M | Buy |
40,247
+4,593
| +13% | +$115K | 0.16% | 50 |
|
|
2024
Q3 | $895K | Buy |
35,654
+770
| +2% | +$19.3K | 0.14% | 55 |
|
|
2024
Q2 | $867K | Buy |
34,884
+1
| +0% | +$25 | 0.15% | 55 |
|
|
2024
Q1 | $865K | Buy |
34,883
+1
| +0% | +$25 | 0.15% | 54 |
|
|
2023
Q4 | $864K | Buy |
34,882
+12,561
| +56% | +$311K | 0.16% | 49 |
|
|
2023
Q3 | $544K | Buy |
22,321
+3,481
| +18% | +$84.8K | 0.11% | 60 |
|
|
2023
Q2 | $459K | Hold |
18,840
| – | – | 0.09% | 60 |
|
|
2023
Q1 | $462K | Hold |
18,840
| – | – | 0.09% | 63 |
|
|
2022
Q4 | $458K | Buy |
18,840
+2,056
| +12% | +$50K | 0.1% | 68 |
|
|
2022
Q3 | $405K | Buy |
16,784
+6,200
| +59% | +$150K | 0.1% | 69 |
|
|
2022
Q2 | $261K | Hold |
10,584
| – | – | 0.06% | 78 |
|
|
2022
Q1 | $267K | Hold |
10,584
| – | – | 0.05% | 82 |
|
|
2021
Q4 | $280K | Hold |
10,584
| – | – | 0.05% | 80 |
|
|
2021
Q3 | $284K | Hold |
10,584
| – | – | 0.06% | 71 |
|
|
2021
Q2 | $286K | Hold |
10,584
| – | – | 0.06% | 77 |
|
|
2021
Q1 | $284K | Hold |
10,584
| – | – | 0.07% | 71 |
|
|
2020
Q4 | $290K | Hold |
10,584
| – | – | 0.08% | 66 |
|
|
2020
Q3 | $287K | Hold |
10,584
| – | – | 0.08% | 67 |
|
|
2020
Q2 | $286K | Hold |
10,584
| – | – | 0.09% | 66 |
|
|
2020
Q1 | $264K | Hold |
10,584
| – | – | 0.09% | 73 |
|
|
2019
Q4 | $275K | Hold |
10,584
| – | – | 0.08% | 75 |
|
|
2019
Q3 | $274K | Hold |
10,584
| – | – | 0.08% | 67 |
|
|
2019
Q2 | $271K | Hold |
10,584
| – | – | 0.08% | 66 |
|
|
2019
Q1 | $263K | Hold |
10,584
| – | – | 0.09% | 63 |
|
|
2018
Q4 | $250K | Buy |
+10,584
| New | +$250K | 0.1% | 64 |
|