CAPTRUST Financial Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Sell |
|
|||||
|
2025
Q1 | $845K | Buy |
|
|||||
|
2024
Q4 | $828K | Sell |
|
|||||
|
2024
Q3 | $908K | Buy |
|
|||||
|
2024
Q2 | $741K | Buy |
|
|||||
|
2024
Q1 | $746K | Sell |
|
|||||
|
2023
Q4 | $760K | Buy |
|
|||||
|
2023
Q3 | $566K | Sell |
|
|||||
|
2023
Q2 | $594K | Hold |
|
|||||
|
2023
Q1 | $604K | Buy |
|
|||||
|
2022
Q4 | $577K | Buy |
|