CAPTRUST Financial Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Sell |
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|
2025
Q1 | $964K | Buy |
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|
2024
Q4 | $910K | Buy |
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|
2024
Q3 | $881K | Buy |
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|
2024
Q2 | $776K | Buy |
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|
2024
Q1 | $778K | Sell |
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|
2023
Q4 | $797K | Buy |
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|
2023
Q3 | $671K | Sell |
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|
2023
Q2 | $706K | Buy |
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|
2023
Q1 | $709K | Buy |
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|
2022
Q4 | $679K | Buy |
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|
2022
Q3 | $303K | Sell |
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|
2022
Q2 | $323K | Buy |
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|
2022
Q1 | $290K | Buy |
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|
2021
Q4 | $289K | Sell |
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|
2021
Q3 | $306K | Buy |
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|
2021
Q2 | $49K | Hold |
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|
2021
Q1 | $48K | Hold |
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|
2020
Q4 | $51K | Hold |
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|
2020
Q3 | $50K | Buy |
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