J.W. Cole Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Buy |
+36,041
| New | +$911K | 0.02% | 697 |
|
|
2025
Q1 | – | Sell |
-42,065
| Closed | -$1.03M | – | 1304 |
|
|
2024
Q4 | $1.03M | Sell |
42,065
-4,441
| -10% | -$109K | 0.04% | 405 |
|
|
2024
Q3 | $1.2M | Buy |
46,506
+31,408
| +208% | +$807K | 0.05% | 352 |
|
|
2024
Q2 | $371K | Buy |
15,098
+4,104
| +37% | +$101K | 0.02% | 624 |
|
|
2024
Q1 | $273K | Buy |
+10,994
| New | +$273K | 0.01% | 723 |
|