Allworth Financial’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.2K | Buy |
2,054
+627
| +44% | +$13.2K | ﹤0.01% | 2029 |
|
|
2025
Q1 | $29.4K | Hold |
1,427
| – | – | ﹤0.01% | 1833 |
|
|
2024
Q4 | $29.1K | Buy |
1,427
+400
| +39% | +$8.15K | ﹤0.01% | 1867 |
|
|
2024
Q3 | $21.8K | Hold |
1,027
| – | – | ﹤0.01% | 1849 |
|
|
2024
Q2 | $21.1K | Hold |
1,027
| – | – | ﹤0.01% | 1847 |
|
|
2024
Q1 | $21K | Hold |
1,027
| – | – | ﹤0.01% | 1745 |
|
|
2023
Q4 | $21.3K | Buy |
+1,027
| New | +$21.3K | ﹤0.01% | 1612 |
|