Archford Capital Strategies’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
$2.25M Sell
106,932
-5,091
-5% -$107K 0.29% 83
2025
Q1
$2.32M Sell
112,023
-715
-0.6% -$14.8K 0.34% 82
2024
Q4
$2.29M Sell
112,738
-1,360
-1% -$27.7K 0.35% 72
2024
Q3
$2.38M Sell
114,098
-2,185
-2% -$45.6K 0.36% 69
2024
Q2
$2.36M Buy
116,283
+5,223
+5% +$106K 0.38% 65
2024
Q1
$2.28M Buy
111,060
+5,676
+5% +$116K 0.38% 68
2023
Q4
$2.19M Buy
105,384
+42,738
+68% +$888K 0.4% 64
2023
Q3
$1.21M Buy
62,646
+3,753
+6% +$72.8K 0.24% 103
2023
Q2
$1.19M Buy
58,893
+11,758
+25% +$238K 0.23% 111
2023
Q1
$981K Buy
47,135
+2,205
+5% +$45.9K 0.2% 115
2022
Q4
$894K Buy
+44,930
New +$894K 0.21% 119