Kestra Advisory Services’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 | $3.48M | Buy |
158,121
+37,303
| +31% | +$820K | 0.02% | 802 |
|
|
2025
Q1 | $2.62M | Sell |
120,818
-15,610
| -11% | -$339K | 0.01% | 869 |
|
|
2024
Q4 | $2.91M | Buy |
136,428
+28,775
| +27% | +$615K | 0.02% | 810 |
|
|
2024
Q3 | $2.39M | Sell |
107,653
-8,559
| -7% | -$190K | 0.01% | 870 |
|
|
2024
Q2 | $2.47M | Buy |
116,212
+2,625
| +2% | +$55.8K | 0.01% | 858 |
|
|
2024
Q1 | $2.43M | Buy |
113,587
+13,609
| +14% | +$291K | 0.02% | 792 |
|
|
2023
Q4 | $2.16M | Buy |
+99,978
| New | +$2.16M | 0.02% | 759 |
|