AA
Addison Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
15,400
+5,880
| +62% | +$124K | 0.08% | 161 |
|
|
2025
Q1 | $198K | Buy |
9,520
+1,405
| +17% | +$29.2K | 0.05% | 208 |
|
|
2024
Q4 | $165K | Sell |
8,115
-500
| -6% | -$10.2K | 0.05% | 232 |
|
|
2024
Q3 | $183K | Buy |
8,615
+500
| +6% | +$10.6K | 0.05% | 228 |
|
|
2024
Q2 | $165K | Buy |
8,115
+1,035
| +15% | +$21K | 0.05% | 226 |
|
|
2024
Q1 | $145K | Buy |
7,080
+3,205
| +83% | +$65.7K | 0.05% | 244 |
|
|
2023
Q4 | $80.5K | Buy |
3,875
+3,360
| +652% | +$69.8K | 0.03% | 296 |
|
|
2023
Q3 | $9.98K | Buy |
+515
| New | +$9.98K | ﹤0.01% | 485 |
|