Cabot Wealth Management’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 | $1.5M | Buy |
68,050
+2,275
| +3% | +$50K | 0.18% | 89 |
|
|
2025
Q1 | $1.43M | Buy |
65,775
+3,177
| +5% | +$69K | 0.18% | 86 |
|
|
2024
Q4 | $1.34M | Buy |
62,598
+542
| +0.9% | +$11.6K | 0.17% | 88 |
|
|
2024
Q3 | $1.38M | Buy |
62,056
+12,141
| +24% | +$269K | 0.17% | 92 |
|
|
2024
Q2 | $1.06M | Buy |
49,915
+10,298
| +26% | +$219K | 0.14% | 99 |
|
|
2024
Q1 | $848K | Buy |
39,617
+3,977
| +11% | +$85.1K | 0.11% | 104 |
|
|
2023
Q4 | $771K | Buy |
35,640
+2,007
| +6% | +$43.4K | 0.11% | 100 |
|
|
2023
Q3 | $685K | Buy |
+33,633
| New | +$685K | 0.11% | 101 |
|