IFP Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
48,677
+10,341
| +27% | +$218K | 0.03% | 569 |
|
|
2025
Q1 | $795K | Buy |
38,336
+8,343
| +28% | +$173K | 0.02% | 610 |
|
|
2024
Q4 | $610K | Buy |
29,993
+4,231
| +16% | +$86.1K | 0.02% | 666 |
|
|
2024
Q3 | $547K | Buy |
25,762
+11,023
| +75% | +$234K | 0.02% | 669 |
|
|
2024
Q2 | $299K | Buy |
14,739
+23
| +0.2% | +$467 | 0.01% | 841 |
|
|
2024
Q1 | $302K | Buy |
14,716
+3,269
| +29% | +$67K | 0.01% | 800 |
|
|
2023
Q4 | $238K | Buy |
11,447
+9,681
| +548% | +$201K | 0.01% | 868 |
|
|
2023
Q3 | $34.2K | Sell |
1,766
-322
| -15% | -$6.24K | ﹤0.01% | 1718 |
|
|
2023
Q2 | $42.3K | Buy |
2,088
+2,026
| +3,268% | +$41.1K | ﹤0.01% | 1681 |
|
|
2023
Q1 | $1.55K | Buy |
+62
| New | +$1.55K | ﹤0.01% | 2973 |
|