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

Integrated Wealth Concepts’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	$820K	Buy
2025 Q1	$804K	Buy
2024 Q4	$607K	Buy
2024 Q3	$611K	Sell
2024 Q2	$634K	Buy
2024 Q1	$582K	Buy
2023 Q4	$404K	Buy
2023 Q3	$216K	Hold
2023 Q2	$225K	Buy