Hamel Associates’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
$2.47M Buy
112,580
+3,475
+3% +$76.4K 0.84% 40
2025
Q1
$2.37M Sell
109,105
-70,464
-39% -$1.53M 0.81% 43
2024
Q4
$3.84M Buy
179,569
+90,059
+101% +$1.92M 1.23% 30
2024
Q3
$1.98M Buy
89,510
+27,785
+45% +$616K 0.61% 45
2024
Q2
$1.31M Buy
+61,725
New +$1.31M 0.41% 49