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Frisch Financial Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Frisch Financial Group’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$19M Buy
901,284
+109,417
+14% +$2.3M 4.64% 5
2025
Q1 		$16.4M Buy
+791,867
New +$16.4M 4.61% 4