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Centric Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Centric Wealth Management’s Portfolio IBDV Stock Details IBDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8M Buy
364,839
+17,720
+5% +$389K 1.91% 12
2025
Q1 		$7.54M Buy
347,119
+16,580
+5% +$360K 1.98% 9
2024
Q4 		$7.06M Buy
330,539
+190,281
+136% +$4.06M 1.91% 11
2024
Q3 		$3.01M Buy
+140,258
New +$3.01M 0.8% 38