Virginia Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Buy |
179,185
+4,480
| +3% | +$113K | 2.74% | 15 |
|
|
2025
Q1 | $4.39M | Buy |
174,705
+20,200
| +13% | +$508K | 2.71% | 15 |
|
|
2024
Q4 | $3.87M | Buy |
154,505
+19,385
| +14% | +$486K | 2.4% | 19 |
|
|
2024
Q3 | $3.39M | Buy |
+135,120
| New | +$3.39M | 2.13% | 27 |
|
|
2024
Q2 | – | Sell |
-127,120
| Closed | -$3.15M | – | 13 |
|
|
2024
Q1 | $3.15M | Sell |
127,120
-3,785
| -3% | -$93.9K | 2.58% | 14 |
|
|
2023
Q4 | $3.24M | Sell |
130,905
-2,325
| -2% | -$57.6K | 2.83% | 11 |
|
|
2023
Q3 | $3.25M | Buy |
133,230
+6,375
| +5% | +$155K | 2.2% | 20 |
|
|
2023
Q2 | $3.09M | Buy |
126,855
+2,140
| +2% | +$52.2K | 2.12% | 21 |
|
|
2023
Q1 | $3.06M | Buy |
124,715
+4,575
| +4% | +$112K | 2.1% | 21 |
|
|
2022
Q4 | $2.92M | Buy |
120,140
+32,425
| +37% | +$789K | 2.02% | 21 |
|
|
2022
Q3 | $2.12M | Buy |
87,715
+13,780
| +19% | +$333K | 1.58% | 33 |
|
|
2022
Q2 | $1.83M | Sell |
73,935
-6,440
| -8% | -$159K | 1.76% | 33 |
|
|
2022
Q1 | $2.02M | Buy |
80,375
+6,825
| +9% | +$172K | 1.81% | 29 |
|
|
2021
Q4 | $1.94M | Buy |
+73,550
| New | +$1.94M | 1.75% | 26 |
|