Summit Wealth Partners’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 | $657K | Sell |
26,098
-5,723
| -18% | -$144K | 0.13% | 114 |
|
|
2025
Q1 | $800K | Sell |
31,821
-5,251
| -14% | -$132K | 0.16% | 93 |
|
|
2024
Q4 | $929K | Sell |
37,072
-925
| -2% | -$23.2K | 0.19% | 85 |
|
|
2024
Q3 | $954K | Buy |
37,997
+4,465
| +13% | +$112K | 0.18% | 92 |
|
|
2024
Q2 | $834K | Buy |
33,532
+3,150
| +10% | +$78.3K | 0.17% | 91 |
|
|
2024
Q1 | $754K | Hold |
30,382
| – | – | 0.16% | 97 |
|
|
2023
Q4 | $752K | Buy |
30,382
+4,257
| +16% | +$105K | 0.17% | 89 |
|
|
2023
Q3 | $637K | Buy |
26,125
+5,238
| +25% | +$128K | 0.16% | 86 |
|
|
2023
Q2 | $509K | Buy |
20,887
+3,670
| +21% | +$89.5K | 0.13% | 103 |
|
|
2023
Q1 | $422K | Buy |
17,217
+8,661
| +101% | +$212K | 0.11% | 119 |
|
|
2022
Q4 | $208K | Buy |
+8,556
| New | +$208K | 0.06% | 171 |
|