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

Centricity 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 		$1.14M Buy
51,865
+6,035
+13% +$133K 0.91% 22
2025
Q1 		$995K Buy
45,830
+1,120
+3% +$24.3K 0.9% 22
2024
Q4 		$955K Buy
+44,710
New +$955K 0.89% 21