Instrumental Wealth’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Instrumental Wealth’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.01M	Buy
2025 Q1	$1.95M	Buy
2024 Q4	$1.93M	Buy
2024 Q3	$1.78M	Buy
2024 Q2	$1.7M	Buy
2024 Q1	$1.61M	Sell
2023 Q4	$1.65M	Buy