Royal Harbor Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,545
| Closed | -$428K | – | 54 |
|
|
2023
Q2 | $428K | Sell |
17,545
-504,864
| -97% | -$12.3M | 0.21% | 54 |
|
|
2023
Q1 | $12.8M | Buy |
522,409
+124,243
| +31% | +$3.05M | 6.88% | 2 |
|
|
2022
Q4 | $9.68M | Buy |
398,166
+28,383
| +8% | +$690K | 5.98% | 3 |
|
|
2022
Q3 | $8.92M | Buy |
369,783
+93,012
| +34% | +$2.24M | 6.1% | 3 |
|
|
2022
Q2 | $6.84M | Buy |
+276,771
| New | +$6.84M | 4.67% | 5 |
|