Integrated Wealth Concepts’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Buy |
30,566
+1,926
| +7% | +$40.5K | 0.01% | 1136 |
|
|
2025
Q1 | $594K | Buy |
28,640
+1,465
| +5% | +$30.4K | 0.01% | 1070 |
|
|
2024
Q4 | $553K | Buy |
27,175
+413
| +2% | +$8.41K | 0.01% | 1087 |
|
|
2024
Q3 | $568K | Buy |
26,762
+2,252
| +9% | +$47.8K | 0.01% | 1027 |
|
|
2024
Q2 | $497K | Buy |
24,510
+2,748
| +13% | +$55.8K | 0.01% | 1052 |
|
|
2024
Q1 | $446K | Buy |
21,762
+73
| +0.3% | +$1.5K | 0.01% | 1098 |
|
|
2023
Q4 | $450K | Buy |
21,689
+8,401
| +63% | +$174K | 0.01% | 1042 |
|
|
2023
Q3 | $258K | Buy |
13,288
+514
| +4% | +$9.96K | ﹤0.01% | 1304 |
|
|
2023
Q2 | $259K | Buy |
+12,774
| New | +$259K | ﹤0.01% | 1300 |
|