SAG
SageView Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,663
| Closed | -$290K | – | 628 |
|
|
2023
Q4 | $290K | Sell |
11,663
-63,336
| -84% | -$1.57M | 0.01% | 520 |
|
|
2023
Q3 | $1.83M | Sell |
74,999
-1,307
| -2% | -$31.9K | 0.1% | 120 |
|
|
2023
Q2 | $1.86M | Buy |
76,306
+4,022
| +6% | +$98.1K | 0.1% | 122 |
|
|
2023
Q1 | $1.77M | Buy |
72,284
+5,519
| +8% | +$135K | 0.11% | 124 |
|
|
2022
Q4 | $1.62M | Buy |
+66,765
| New | +$1.62M | 0.13% | 110 |
|