Summit Wealth Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $652K | Sell |
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|
2025
Q2 | $657K | Sell |
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|
2025
Q1 | $800K | Sell |
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|
2024
Q4 | $929K | Sell |
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|
2024
Q3 | $954K | Buy |
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|
2024
Q2 | $834K | Buy |
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|
2024
Q1 | $754K | Hold |
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|
2023
Q4 | $752K | Buy |
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|
2023
Q3 | $637K | Buy |
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|
2023
Q2 | $509K | Buy |
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|
2023
Q1 | $422K | Buy |
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|
2022
Q4 | $208K | Buy |
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