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Centricity Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Centricity Wealth Management’s Portfolio IBDW Stock Details IBDW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$574K Buy
27,260
+970
+4% +$20.4K 0.46% 41
2025
Q1 		$546K Hold
26,290
– – 0.5% 37
2024
Q4 		$535K Buy
+26,290
New +$535K 0.5% 38