Integrated Wealth Concepts’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
$820K Buy
37,303
+299
+0.8% +$6.57K 0.01% 1029
2025
Q1
$804K Buy
37,004
+8,567
+30% +$186K 0.01% 920
2024
Q4
$607K Buy
28,437
+868
+3% +$18.5K 0.01% 1042
2024
Q3
$611K Sell
27,569
-2,239
-8% -$49.6K 0.01% 1000
2024
Q2
$634K Buy
29,808
+2,626
+10% +$55.8K 0.01% 952
2024
Q1
$582K Buy
27,182
+8,526
+46% +$182K 0.01% 982
2023
Q4
$404K Buy
18,656
+8,054
+76% +$174K 0.01% 1095
2023
Q3
$216K Hold
10,602
﹤0.01% 1377
2023
Q2
$225K Buy
+10,602
New +$225K ﹤0.01% 1366