Cetera Investment Advisers’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
109,874
+15,433
| +16% | +$325K | ﹤0.01% | 1740 |
|
|
2025
Q1 | $1.96M | Buy |
94,441
+24,409
| +35% | +$506K | ﹤0.01% | 1762 |
|
|
2024
Q4 | $1.43M | Buy |
70,032
+28,627
| +69% | +$583K | ﹤0.01% | 1910 |
|
|
2024
Q3 | $879K | Buy |
41,405
+21,497
| +108% | +$456K | ﹤0.01% | 2212 |
|
|
2024
Q2 | $404K | Buy |
+19,908
| New | +$404K | ﹤0.01% | 2761 |
|
|
2024
Q1 | – | Sell |
-18,654
| Closed | -$387K | – | 3674 |
|
|
2023
Q4 | $387K | Buy |
18,654
+3,043
| +19% | +$63.2K | ﹤0.01% | 1633 |
|
|
2023
Q3 | $303K | Buy |
15,611
+672
| +4% | +$13K | ﹤0.01% | 1724 |
|
|
2023
Q2 | $303K | Buy |
+14,939
| New | +$303K | ﹤0.01% | 1741 |
|