SWM
Scissortail Wealth Management’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 | $7.96M | Buy |
316,053
+8,146
| +3% | +$205K | 1.91% | 19 |
|
|
2025
Q1 | $7.74M | Buy |
307,907
+12,957
| +4% | +$326K | 1.99% | 15 |
|
|
2024
Q4 | $7.39M | Buy |
294,950
+294,532
| +70,462% | +$7.38M | 1.89% | 15 |
|
|
2024
Q3 | $7.22M | Sell |
418
-255,291
| -100% | -$4.41B | 1.75% | 18 |
|
|
2024
Q2 | $6.36M | Buy |
255,709
+6,874
| +3% | +$171K | 1.62% | 20 |
|
|
2024
Q1 | $6.17M | Sell |
248,835
-427
| -0.2% | -$10.6K | 1.63% | 20 |
|
|
2023
Q4 | $6.19M | Buy |
249,262
+13,259
| +6% | +$329K | 1.96% | 17 |
|
|
2023
Q3 | $5.75M | Buy |
+236,003
| New | +$5.75M | 4.53% | 8 |
|