Tyler-Stone Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,557
| Closed | -$38.7K | – | 563 |
|
2024
Q2 | $38.7K | Buy |
1,557
+17
| +1% | +$423 | 0.02% | 409 |
|
2024
Q1 | $38.2K | Hold |
1,540
| – | – | 0.02% | 401 |
|
2023
Q4 | $38.1K | Hold |
1,540
| – | – | 0.02% | 394 |
|
2023
Q3 | $38K | Hold |
1,540
| – | – | 0.02% | 379 |
|
2023
Q2 | $38K | Buy |
+1,540
| New | +$38K | 0.02% | 375 |
|
2022
Q4 | $13K | Buy |
+532
| New | +$13K | 0.01% | 508 |
|