SPWM
Straight Path 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 | $511K | Sell |
20,301
-910
| -4% | -$22.9K | 0.17% | 56 |
|
|
2025
Q1 | $533K | Buy |
21,211
+581
| +3% | +$14.6K | 0.22% | 45 |
|
|
2024
Q4 | $517K | Buy |
20,630
+4,175
| +25% | +$105K | 0.2% | 44 |
|
|
2024
Q3 | $413K | Buy |
16,455
+322
| +2% | +$8.08K | 0.18% | 58 |
|
|
2024
Q2 | $401K | Buy |
16,133
+1,887
| +13% | +$46.9K | 0.21% | 61 |
|
|
2024
Q1 | $353K | Buy |
14,246
+1,518
| +12% | +$37.7K | 0.2% | 61 |
|
|
2023
Q4 | $315K | Buy |
+12,728
| New | +$315K | 0.18% | 66 |
|