Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,254
| Closed | -$30K | – | 63 |
|
|
2023
Q2 | $30K | Hold |
1,254
| – | – | ﹤0.01% | 61 |
|
|
2023
Q1 | $30K | Sell |
1,254
-10,875
| -90% | -$260K | ﹤0.01% | 59 |
|
|
2022
Q4 | $294K | Hold |
12,129
| – | – | 0.06% | 46 |
|
|
2022
Q3 | $293K | Hold |
12,129
| – | – | 0.07% | 45 |
|
|
2022
Q2 | $300K | Sell |
12,129
-1,139
| -9% | -$28.2K | 0.07% | 47 |
|
|
2022
Q1 | $335K | Hold |
13,268
| – | – | 0.06% | 47 |
|
|
2021
Q4 | $351K | Hold |
13,268
| – | – | 0.06% | 52 |
|
|
2021
Q3 | $356K | Buy |
+13,268
| New | +$356K | 0.07% | 49 |
|
|
2021
Q1 | $346K | Hold |
12,897
| – | – | 0.07% | 51 |
|
|
2020
Q4 | $353K | Sell |
12,897
-1,218
| -9% | -$33.3K | 0.07% | 47 |
|
|
2020
Q3 | $383K | Buy |
14,115
+4,890
| +53% | +$133K | 0.09% | 41 |
|
|
2020
Q2 | $249K | Hold |
9,225
| – | – | 0.06% | 55 |
|
|
2020
Q1 | $230K | Buy |
+9,225
| New | +$230K | 0.07% | 52 |
|