SPWG
Syntegra Private Wealth Group’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 | $270K | Hold |
10,738
| – | – | 0.03% | 152 |
|
|
2025
Q1 | $270K | Sell |
10,738
-4
| -0% | -$101 | 0.03% | 140 |
|
|
2024
Q4 | $269K | Sell |
10,742
-19,835
| -65% | -$497K | 0.03% | 131 |
|
|
2024
Q3 | $767K | Buy |
30,577
+7,946
| +35% | +$199K | 0.09% | 58 |
|
|
2024
Q2 | $563K | Buy |
22,631
+405
| +2% | +$10.1K | 0.07% | 64 |
|
|
2024
Q1 | $551K | Buy |
+22,226
| New | +$551K | 0.07% | 65 |
|
|
2023
Q4 | – | Sell |
-773,021
| Closed | -$18.8M | – | 10 |
|
|
2023
Q3 | $18.8M | Buy |
+773,021
| New | +$18.8M | 2.96% | 10 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 11 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 11 |
|