Beacon Pointe Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
127,537
+300
| +0.2% | +$6.31K | 0.03% | 427 |
|
|
2025
Q1 | $2.64M | Buy |
127,237
+21,042
| +20% | +$437K | 0.03% | 406 |
|
|
2024
Q4 | $2.16M | Buy |
106,195
+10,064
| +10% | +$205K | 0.02% | 440 |
|
|
2024
Q3 | $2.04M | Buy |
96,131
+10,938
| +13% | +$232K | 0.02% | 470 |
|
|
2024
Q2 | $1.73M | Buy |
85,193
+20,201
| +31% | +$410K | 0.02% | 505 |
|
|
2024
Q1 | $1.33M | Buy |
64,992
+15,229
| +31% | +$312K | 0.01% | 594 |
|
|
2023
Q4 | $1.03M | Buy |
49,763
+38,898
| +358% | +$808K | 0.01% | 650 |
|
|
2023
Q3 | $211K | Buy |
+10,865
| New | +$211K | ﹤0.01% | 1198 |
|