Wealth Enhancement Advisory Services’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.02M | Sell |
319,214
-6,636
| -2% | -$167K | 0.01% | 710 |
|
2025
Q1 | $8.2M | Sell |
325,850
-18,438
| -5% | -$464K | 0.02% | 649 |
|
2024
Q4 | $8.62M | Buy |
344,288
+244,853
| +246% | +$6.13M | 0.02% | 612 |
|
2024
Q3 | $2.5M | Buy |
99,435
+22,296
| +29% | +$560K | 0.01% | 961 |
|
2024
Q2 | $1.92M | Sell |
77,139
-3,250
| -4% | -$80.8K | ﹤0.01% | 1001 |
|
2024
Q1 | $1.99M | Sell |
80,389
-1,420
| -2% | -$35.2K | 0.01% | 943 |
|
2023
Q4 | $2.03M | Buy |
81,809
+13,335
| +19% | +$330K | 0.01% | 892 |
|
2023
Q3 | $1.67M | Buy |
+68,474
| New | +$1.67M | 0.01% | 917 |
|