Archford Capital Strategies’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Sell
54,710
-2,722
-5% -$59.8K 0.15% 133
2025
Q1
$1.25M Sell
57,432
-1,661
-3% -$36.1K 0.18% 130
2024
Q4
$1.26M Sell
59,093
-862
-1% -$18.4K 0.19% 120
2024
Q3
$1.31M Sell
59,955
-937
-2% -$20.4K 0.2% 119
2024
Q2
$1.29M Buy
60,892
+2,008
+3% +$42.7K 0.21% 114
2024
Q1
$1.26M Sell
58,884
-467
-0.8% -$9.99K 0.21% 119
2023
Q4
$1.28M Sell
59,351
-12,691
-18% -$275K 0.24% 112
2023
Q3
$1.47M Buy
72,042
+4,599
+7% +$93.7K 0.29% 86
2023
Q2
$1.42M Buy
67,443
+9,638
+17% +$204K 0.27% 87
2023
Q1
$1.25M Buy
57,805
+2,955
+5% +$64.1K 0.26% 94
2022
Q4
$1.14M Buy
+54,850
New +$1.14M 0.26% 96