Avantax Advisory Services’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 | $390K | Buy |
18,521
+721
| +4% | +$15.2K | ﹤0.01% | 1734 |
|
|
2025
Q1 | $369K | Buy |
17,800
+3,000
| +20% | +$62.3K | ﹤0.01% | 1698 |
|
|
2024
Q4 | $301K | Buy |
14,800
+2,793
| +23% | +$56.8K | ﹤0.01% | 1773 |
|
|
2024
Q3 | $255K | Buy |
12,007
+155
| +1% | +$3.29K | ﹤0.01% | 1872 |
|
|
2024
Q2 | $240K | Sell |
11,852
-2,214
| -16% | -$44.9K | ﹤0.01% | 1844 |
|
|
2024
Q1 | $288K | Buy |
14,066
+4,089
| +41% | +$83.8K | ﹤0.01% | 1317 |
|
|
2023
Q4 | $207K | Buy |
+9,977
| New | +$207K | ﹤0.01% | 1463 |
|