Asset Dedication LLC’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
Q4
Sell
-54,347
Closed -$1.2M 1132
2024
Q3
$1.2M Sell
54,347
-20,643
-28% -$458K 0.08% 163
2024
Q2
$1.59M Buy
+74,990
New +$1.59M 0.11% 137