Sowell Financial Services’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 | $4.28M | Sell |
169,962
-11,242
| -6% | -$283K | 0.17% | 122 |
|
|
2025
Q1 | $4.56M | Buy |
181,204
+6,262
| +4% | +$157K | 0.21% | 105 |
|
|
2024
Q4 | $4.38M | Buy |
174,942
+39,094
| +29% | +$979K | 0.23% | 103 |
|
|
2024
Q3 | $3.41M | Buy |
135,848
+61,076
| +82% | +$1.53M | 0.16% | 141 |
|
|
2024
Q2 | $1.86M | Buy |
74,772
+13,176
| +21% | +$328K | 0.09% | 232 |
|
|
2024
Q1 | $1.53M | Buy |
61,596
+2,938
| +5% | +$72.9K | 0.07% | 274 |
|
|
2023
Q4 | $1.45M | Buy |
+58,658
| New | +$1.45M | 0.08% | 270 |
|
|
2021
Q1 | – | Sell |
-1,003
| Closed | -$27K | – | 3190 |
|
|
2020
Q4 | $27K | Hold |
1,003
| – | – | ﹤0.01% | 1616 |
|
|
2020
Q3 | $27K | Hold |
1,003
| – | – | ﹤0.01% | 1430 |
|
|
2020
Q2 | $27K | Sell |
1,003
-6
| -0.6% | -$162 | ﹤0.01% | 1364 |
|
|
2020
Q1 | $25K | Hold |
1,009
| – | – | ﹤0.01% | 1309 |
|
|
2019
Q4 | $26K | Sell |
1,009
-796
| -44% | -$20.5K | ﹤0.01% | 1337 |
|
|
2019
Q3 | $47K | Buy |
+1,805
| New | +$47K | ﹤0.01% | 1017 |
|
|
2017
Q3 | – | Sell |
-30,493
| Closed | -$765K | – | 271 |
|
|
2017
Q2 | $765K | Buy |
30,493
+3,084
| +11% | +$77.4K | 0.22% | 101 |
|
|
2017
Q1 | $685K | Sell |
27,409
-4,805
| -15% | -$120K | 0.2% | 114 |
|
|
2016
Q4 | $788K | Buy |
+32,214
| New | +$788K | 0.26% | 92 |
|