Ownership history in REBALANCE, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which REBALANCE, LLC reported a position in ISHARES IBONDS DEC 2025 TERM CORPORATE ETF (IBDQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 679,446 | +243,134 | +55.7% | 1.03% | $17.1M | $24.93 |
| 2025 Q2 | ADDED | 436,312 | +6,989 | +1.6% | 0.75% | $11.0M | $24.66 |
| 2025 Q1 | ADDED | 429,323 | +94,318 | +28.2% | 0.80% | $10.8M | $24.38 |
| 2024 Q4 | ADDED | 335,005 | +314,887 | +1565.2% | 0.63% | $8.4M | $24.12 |
As of 2025 Q4 — sorted by position size