AA
Addison Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $247K | Buy |
11,220
+2,535
| +29% | +$55.7K | 0.06% | 189 |
|
2025
Q1 | $189K | Buy |
8,685
+1,760
| +25% | +$38.2K | 0.05% | 217 |
|
2024
Q4 | $148K | Sell |
6,925
-480
| -6% | -$10.3K | 0.04% | 248 |
|
2024
Q3 | $164K | Buy |
7,405
+480
| +7% | +$10.6K | 0.05% | 247 |
|
2024
Q2 | $147K | Buy |
6,925
+4,605
| +198% | +$97.9K | 0.05% | 242 |
|
2024
Q1 | $49.6K | Buy |
2,320
+400
| +21% | +$8.56K | 0.02% | 367 |
|
2023
Q4 | $41.5K | Buy |
1,920
+1,750
| +1,029% | +$37.9K | 0.02% | 378 |
|
2023
Q3 | $3.47K | Buy |
+170
| New | +$3.47K | ﹤0.01% | 561 |
|