USWIA
UP Strategic Wealth Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,409
| Closed | -$387K | – | 84 |
|
|
2024
Q3 | $387K | Hold |
15,409
| – | – | 0.43% | 42 |
|
|
2024
Q2 | $383K | Hold |
15,409
| – | – | 0.58% | 37 |
|
|
2024
Q1 | $382K | Hold |
15,409
| – | – | 0.63% | 35 |
|
|
2023
Q4 | $382K | Buy |
+15,409
| New | +$382K | 0.7% | 36 |
|