VWM
Valley Wealth Managers’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 | $2.06M | Buy |
81,928
+33
| +0% | +$831 | 0.15% | 111 |
|
|
2025
Q1 | $2.06M | Sell |
81,895
-2,978
| -4% | -$74.9K | 0.16% | 111 |
|
|
2024
Q4 | $2.13M | Sell |
84,873
-918
| -1% | -$23K | 0.16% | 107 |
|
|
2024
Q3 | $2.15M | Sell |
85,791
-285
| -0.3% | -$7.15K | 0.16% | 108 |
|
|
2024
Q2 | $2.14M | Buy |
86,076
+1,477
| +2% | +$36.7K | 0.17% | 109 |
|
|
2024
Q1 | $2.1M | Sell |
84,599
-3,045
| -3% | -$75.5K | 0.16% | 110 |
|
|
2023
Q4 | $2.17M | Buy |
87,644
+235
| +0.3% | +$5.82K | 0.17% | 107 |
|
|
2023
Q3 | $2.13M | Sell |
87,409
-3,641
| -4% | -$88.7K | 0.18% | 108 |
|
|
2023
Q2 | $2.22M | Buy |
91,050
+2,071
| +2% | +$50.5K | 0.2% | 92 |
|
|
2023
Q1 | $2.18M | Sell |
88,979
-1,244
| -1% | -$30.5K | 0.2% | 93 |
|
|
2022
Q4 | $2.19M | Sell |
90,223
-857
| -0.9% | -$20.8K | 0.2% | 93 |
|
|
2022
Q3 | $2.2M | Buy |
91,080
+4,444
| +5% | +$107K | 0.22% | 92 |
|
|
2022
Q2 | $2.14M | Buy |
+86,636
| New | +$2.14M | 0.2% | 95 |
|