RW
RVW Wealth’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $25.4M | Buy |
1,008,412
+44,605
| +5% | +$1.12M | 2.16% | 14 |
|
2025
Q1 | $24.2M | Buy |
963,807
+7,620
| +0.8% | +$192K | 2.28% | 13 |
|
2024
Q4 | $24M | Buy |
956,187
+90,275
| +10% | +$2.26M | 2.23% | 15 |
|
2024
Q3 | $21.7M | Buy |
865,912
+101,457
| +13% | +$2.55M | 2.02% | 15 |
|
2024
Q2 | $19M | Buy |
764,455
+32,097
| +4% | +$798K | 1.9% | 19 |
|
2024
Q1 | $18.2M | Sell |
732,358
-20,613
| -3% | -$511K | 1.87% | 19 |
|
2023
Q4 | $18.6M | Buy |
752,971
+28,864
| +4% | +$715K | 2.05% | 17 |
|
2023
Q3 | $17.6M | Sell |
724,107
-58,660
| -7% | -$1.43M | 2.13% | 17 |
|
2023
Q2 | $19.1M | Buy |
782,767
+3,823
| +0.5% | +$93.2K | 2.25% | 15 |
|
2023
Q1 | $19.1M | Sell |
778,944
-39,025
| -5% | -$957K | 2.37% | 16 |
|
2022
Q4 | $19.9M | Buy |
817,969
+397,064
| +94% | +$9.66M | 2.53% | 15 |
|
2022
Q3 | $10.2M | Sell |
420,905
-399,223
| -49% | -$9.63M | 1.42% | 27 |
|
2022
Q2 | $20.3M | Sell |
820,128
-46,373
| -5% | -$1.15M | 2.71% | 13 |
|
2022
Q1 | $21.9M | Sell |
866,501
-13,854
| -2% | -$350K | 2.53% | 16 |
|
2021
Q4 | $23.3M | Sell |
880,355
-76,061
| -8% | -$2.01M | 2.6% | 15 |
|
2021
Q3 | $26M | Sell |
956,416
-10,669
| -1% | -$290K | 3.13% | 13 |
|
2021
Q2 | $26M | Buy |
967,085
+34,011
| +4% | +$914K | 3.25% | 11 |
|
2021
Q1 | $25M | Buy |
933,074
+92,469
| +11% | +$2.48M | 3.26% | 9 |
|
2020
Q4 | $23M | Buy |
840,605
+147,964
| +21% | +$4.05M | 3.37% | 9 |
|
2020
Q3 | $18.8M | Buy |
692,641
+140,225
| +25% | +$3.8M | 3.17% | 12 |
|
2020
Q2 | $14.9M | Buy |
552,416
+143,706
| +35% | +$3.88M | 2.72% | 15 |
|
2020
Q1 | $10.2M | Buy |
408,710
+29,096
| +8% | +$726K | 2.38% | 13 |
|
2019
Q4 | $9.85M | Buy |
379,614
+357,652
| +1,629% | +$9.28M | 2.15% | 22 |
|
2019
Q3 | $568K | Buy |
21,962
+1,270
| +6% | +$32.8K | 0.14% | 57 |
|
2019
Q2 | $530K | Hold |
20,692
| – | – | 0.13% | 49 |
|
2019
Q1 | $515K | Buy |
+20,692
| New | +$515K | 0.13% | 49 |
|