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 |
|