Beacon Pointe Advisors’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
$3.16M Buy
143,778
+1,435
+1% +$31.5K 0.03% 396
2025
Q1
$3.09M Buy
142,343
+16,095
+13% +$350K 0.03% 376
2024
Q4
$2.7M Buy
126,248
+12,262
+11% +$262K 0.03% 394
2024
Q3
$2.53M Buy
113,986
+10,581
+10% +$235K 0.03% 419
2024
Q2
$2.2M Buy
103,405
+36,150
+54% +$769K 0.03% 454
2024
Q1
$1.44M Buy
67,255
+25,838
+62% +$553K 0.02% 576
2023
Q4
$896K Buy
41,417
+16,057
+63% +$347K 0.01% 695
2023
Q3
$517K Buy
25,360
+5,320
+27% +$108K 0.01% 852
2023
Q2
$425K Buy
20,040
+1,227
+7% +$26K 0.01% 761
2023
Q1
$405K Buy
+18,813
New +$405K 0.01% 824