Beacon Financial Group’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 | $1.25M | Buy |
56,969
+8,574
| +18% | +$188K | 0.13% | 152 |
|
|
2025
Q1 | $1.05M | Buy |
48,395
+2,523
| +6% | +$54.8K | 0.11% | 157 |
|
|
2024
Q4 | $980K | Buy |
45,872
+9,579
| +26% | +$205K | 0.11% | 162 |
|
|
2024
Q3 | $805K | Sell |
36,293
-6,557
| -15% | -$145K | 0.09% | 175 |
|
|
2024
Q2 | $911K | Buy |
42,850
+7,189
| +20% | +$153K | 0.1% | 161 |
|
|
2024
Q1 | $763K | Buy |
35,661
+10,177
| +40% | +$218K | 0.09% | 181 |
|
|
2023
Q4 | $551K | Buy |
+25,484
| New | +$551K | 0.07% | 198 |
|