Kesler Norman & Wride’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
12,088
| – | – | 0.05% | 205 |
|
|
2025
Q1 | $263K | Hold |
12,088
| – | – | 0.05% | 199 |
|
|
2024
Q4 | $258K | Sell |
12,088
-6,717
| -36% | -$143K | 0.06% | 203 |
|
|
2024
Q3 | $417K | Buy |
18,805
+2,327
| +14% | +$51.6K | 0.08% | 187 |
|
|
2024
Q2 | $350K | Hold |
16,478
| – | – | 0.07% | 154 |
|
|
2024
Q1 | $353K | Sell |
16,478
-14
| -0.1% | -$300 | 0.07% | 137 |
|
|
2023
Q4 | $357K | Buy |
16,492
+5,098
| +45% | +$110K | 0.08% | 135 |
|
|
2023
Q3 | $232K | Sell |
11,394
-1,326
| -10% | -$27K | 0.06% | 149 |
|
|
2023
Q2 | $270K | Sell |
12,720
-16
| -0.1% | -$339 | 0.07% | 143 |
|
|
2023
Q1 | $274K | Sell |
12,736
-143
| -1% | -$3.08K | 0.07% | 141 |
|
|
2022
Q4 | $268K | Sell |
12,879
-811
| -6% | -$16.9K | 0.07% | 146 |
|
|
2022
Q3 | $277K | Sell |
13,690
-263
| -2% | -$5.32K | 0.08% | 145 |
|
|
2022
Q2 | $299K | Buy |
+13,953
| New | +$299K | 0.08% | 135 |
|