AE Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-21,867
Closed -$469K 1538
2023
Q4
$469K Sell
21,867
-29,200
-57% -$626K ﹤0.01% 1466
2023
Q3
$1.04M Buy
+51,067
New +$1.04M 0.01% 1080