Wealth Effects’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 | $220K | Hold |
8,746
| – | – | 0.08% | 187 |
|
|
2025
Q1 | $220K | Hold |
8,746
| – | – | 0.09% | 172 |
|
|
2024
Q4 | $219K | Hold |
8,746
| – | – | 0.08% | 192 |
|
|
2024
Q3 | $220K | Hold |
8,746
| – | – | 0.08% | 185 |
|
|
2024
Q2 | $217K | Hold |
8,746
| – | – | 0.08% | 182 |
|
|
2024
Q1 | $217K | Hold |
8,746
| – | – | 0.08% | 189 |
|
|
2023
Q4 | $217K | Sell |
8,746
-441
| -5% | -$10.9K | 0.08% | 195 |
|
|
2023
Q3 | $224K | Hold |
9,187
| – | – | 0.11% | 150 |
|
|
2023
Q2 | $224K | Hold |
9,187
| – | – | 0.1% | 161 |
|
|
2023
Q1 | $225K | Hold |
9,187
| – | – | 0.12% | 164 |
|
|
2022
Q4 | $223K | Buy |
+9,187
| New | +$223K | 0.13% | 160 |
|