Fulton Breakefield Broenniman’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 | $3.06M | Buy |
139,239
+74,066
| +114% | +$1.63M | 0.21% | 65 |
|
2025
Q1 | $1.42M | Buy |
65,173
+28,577
| +78% | +$621K | 0.1% | 82 |
|
2024
Q4 | $782K | Buy |
36,596
+14,368
| +65% | +$307K | 0.06% | 97 |
|
2024
Q3 | $493K | Buy |
22,228
+6,637
| +43% | +$147K | 0.03% | 116 |
|
2024
Q2 | $331K | Buy |
15,591
+3,822
| +32% | +$81.3K | 0.02% | 140 |
|
2024
Q1 | $252K | Buy |
+11,769
| New | +$252K | 0.02% | 159 |
|