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