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Gratus Wealth Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Gratus Wealth Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,249
Closed -$220K – 136
2024
Q2 		$220K Buy
+10,249
New +$220K 0.04% 127