Envision Financial Planning’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 | $15.2M | Buy |
723,823
+25,857
| +4% | +$544K | 7.12% | 4 |
|
|
2025
Q1 | $14.5M | Buy |
697,966
+16,503
| +2% | +$342K | 7.38% | 4 |
|
|
2024
Q4 | $13.9M | Buy |
681,463
+21,074
| +3% | +$429K | 7.17% | 5 |
|
|
2024
Q3 | $14M | Buy |
660,389
+24,582
| +4% | +$522K | 7.38% | 4 |
|
|
2024
Q2 | $12.9M | Buy |
635,807
+33,362
| +6% | +$677K | 9.85% | 3 |
|
|
2024
Q1 | $12.3M | Buy |
602,445
+45,034
| +8% | +$923K | 9.97% | 3 |
|
|
2023
Q4 | $11.6M | Buy |
557,411
+115,357
| +26% | +$2.4M | 10.14% | 3 |
|
|
2023
Q3 | $8.57M | Buy |
+442,054
| New | +$8.57M | 8.48% | 3 |
|