IW
Instrumental Wealth’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 | $2.01M | Buy |
92,318
+2,415
| +3% | +$52.5K | 1.6% | 11 |
|
|
2025
Q1 | $1.95M | Buy |
89,903
+529
| +0.6% | +$11.5K | 1.77% | 11 |
|
|
2024
Q4 | $1.93M | Buy |
89,374
+7,635
| +9% | +$164K | 1.82% | 9 |
|
|
2024
Q3 | $1.78M | Buy |
81,739
+2,743
| +3% | +$59.9K | 1.74% | 12 |
|
|
2024
Q2 | $1.7M | Buy |
78,996
+2,727
| +4% | +$58.6K | 1.75% | 13 |
|
|
2024
Q1 | $1.61M | Sell |
76,269
-983
| -1% | -$20.7K | 0.7% | 14 |
|
|
2023
Q4 | $1.65M | Buy |
+77,252
| New | +$1.65M | 1.79% | 12 |
|