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Gratus Wealth Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Gratus Wealth Advisors’s Portfolio IBDW Stock Details IBDW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$267K Buy
12,693
+2,985
+31% +$62.8K 0.04% 117
2025
Q1 		$201K Buy
+9,708
New +$201K 0.03% 126