Capital Analysts LLC’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Hold |
1,320
| – | – | ﹤0.01% | 932 |
|
|
2025
Q1 | $27K | Hold |
1,320
| – | – | ﹤0.01% | 925 |
|
|
2024
Q4 | $27K | Hold |
1,320
| – | – | ﹤0.01% | 872 |
|
|
2024
Q3 | $28K | Hold |
1,320
| – | – | ﹤0.01% | 839 |
|
|
2024
Q2 | $27K | Hold |
1,320
| – | – | ﹤0.01% | 811 |
|
|
2024
Q1 | $27K | Hold |
1,320
| – | – | ﹤0.01% | 768 |
|
|
2023
Q4 | $27K | Buy |
+1,320
| New | +$27K | ﹤0.01% | 762 |
|