HFRG
Houlihan Financial Resource Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
136,941
+6,652
| +5% | +$146K | 1.25% | 30 |
|
|
2025
Q1 | $2.83M | Buy |
130,289
+7,837
| +6% | +$170K | 1.27% | 29 |
|
|
2024
Q4 | $2.62M | Buy |
122,452
+33,452
| +38% | +$715K | 1.12% | 30 |
|
|
2024
Q3 | $1.97M | Buy |
89,000
+67,125
| +307% | +$1.49M | 0.82% | 32 |
|
|
2024
Q2 | $465K | Buy |
+21,875
| New | +$465K | 0.32% | 43 |
|