WWM
WJ Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-61,656
| Closed | -$1.5M | – | 65 |
|
|
2023
Q2 | $1.5M | Sell |
61,656
-48,019
| -44% | -$1.17M | 0.71% | 28 |
|
|
2023
Q1 | $2.69M | Sell |
109,675
-269,271
| -71% | -$6.61M | 1.82% | 14 |
|
|
2022
Q4 | $9.22M | Buy |
378,946
+366,879
| +3,040% | +$8.92M | 5.35% | 9 |
|
|
2022
Q3 | $9.72M | Sell |
12,067
-218,484
| -95% | -$176M | 6.1% | 7 |
|
|
2022
Q2 | $5.69M | Buy |
+230,551
| New | +$5.69M | 4.04% | 8 |
|