Klingman & Associates’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Klingman & Associates’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$31.8M	Buy
2025 Q2	$29.4M	Buy
2025 Q1	$28.5M	Buy
2024 Q4	$25M	Buy
2024 Q3	$21.7M	Buy
2024 Q2	$18.9M	Buy
2024 Q1	$16.9M	Buy
2023 Q4	$14.1M	Buy
2023 Q3	$7.2M	Buy
2023 Q2	$2.68M	Buy