CIA
Capital Investment 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 | $65.9M | Buy |
3,132,531
+303,152
| +11% | +$6.38M | 1.18% | 21 |
|
2025
Q1 | $58.7M | Buy |
2,829,379
+274,766
| +11% | +$5.7M | 1.15% | 20 |
|
2024
Q4 | $52M | Buy |
2,554,613
+353,546
| +16% | +$7.19M | 1.06% | 25 |
|
2024
Q3 | $46.7M | Buy |
2,201,067
+287,864
| +15% | +$6.11M | 0.96% | 28 |
|
2024
Q2 | $38.8M | Buy |
1,913,203
+297,886
| +18% | +$6.04M | 0.88% | 33 |
|
2024
Q1 | $33.1M | Buy |
1,615,317
+446,406
| +38% | +$9.15M | 0.77% | 39 |
|
2023
Q4 | $24.3M | Buy |
1,168,911
+252,408
| +28% | +$5.24M | 0.61% | 47 |
|
2023
Q3 | $17.8M | Buy |
916,503
+559,832
| +157% | +$10.9M | 0.49% | 55 |
|
2023
Q2 | $7.23M | Buy |
356,671
+220,923
| +163% | +$4.48M | 0.22% | 90 |
|
2023
Q1 | $2.8M | Buy |
135,748
+49,236
| +57% | +$1.02M | 0.08% | 143 |
|
2022
Q4 | $1.72M | Sell |
86,512
-1,433
| -2% | -$28.5K | 0.05% | 191 |
|
2022
Q3 | $1.72M | Sell |
87,945
-1,892
| -2% | -$36.9K | 0.06% | 184 |
|
2022
Q2 | $1.87M | Sell |
89,837
-1,994
| -2% | -$41.5K | 0.06% | 182 |
|
2022
Q1 | $2.09M | Buy |
+91,831
| New | +$2.09M | 0.06% | 190 |
|