Summit Investment Advisory 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	$516K	Buy	+20,497	New	+$516K	0.44%	38
2024 Q3	–	Sell	-151,317	Closed	-$3.76M	–	85
2024 Q2	$3.76M	Buy	+151,317	New	+$3.76M	4.42%	9