JWCA
IBDZ

J.W. Cole Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

J.W. Cole Advisors’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.53M Buy
+96,885
New +$2.53M 0.05% 340
2025
Q1 		– Sell
-89,295
Closed -$2.27M – 1360
2024
Q4 		$2.27M Buy
89,295
+25,202
+39% +$641K 0.09% 224
2024
Q3 		$1.71M Buy
+64,093
New +$1.71M 0.07% 277