James Investment Research’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
2024
Q4
Sell
-13,150
Closed -$292K 335
2024
Q3
$292K Buy
13,150
+1,200
+10% +$26.6K 0.03% 274
2024
Q2
$254K Hold
11,950
0.03% 278
2024
Q1
$256K Hold
11,950
0.03% 276
2023
Q4
$259K Buy
+11,950
New +$259K 0.03% 264