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 |
|