Chesley Taft & Associates’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
62,800
+3,300
| +6% | +$72.5K | 0.06% | 179 |
|
|
2025
Q1 | $1.29M | Buy |
59,500
+6,400
| +12% | +$139K | 0.06% | 177 |
|
|
2024
Q4 | $1.13M | Buy |
53,100
+13,600
| +34% | +$290K | 0.05% | 190 |
|
|
2024
Q3 | $876K | Buy |
39,500
+12,400
| +46% | +$275K | 0.04% | 207 |
|
|
2024
Q2 | $576K | Buy |
27,100
+15,300
| +130% | +$325K | 0.03% | 232 |
|
|
2024
Q1 | $253K | Buy |
+11,800
| New | +$253K | 0.01% | 295 |
|