BWM
BCS Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,589
| Closed | -$469K | – | 270 |
|
|
2025
Q1 | $469K | Hold |
21,589
| – | – | 0.12% | 155 |
|
|
2024
Q4 | $461K | Hold |
21,589
| – | – | 0.11% | 156 |
|
|
2024
Q3 | $479K | Hold |
21,589
| – | – | 0.2% | 98 |
|
|
2024
Q2 | $459K | Hold |
21,589
| – | – | 0.22% | 91 |
|
|
2024
Q1 | $462K | Buy |
21,589
+11,617
| +116% | +$249K | 0.15% | 141 |
|
|
2023
Q4 | $216K | Buy |
+9,972
| New | +$216K | 0.08% | 211 |
|