Klingman & Associates’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 | $29.4M | Buy |
1,338,959
+26,161
| +2% | +$575K | 1.62% | 16 |
|
|
2025
Q1 | $28.5M | Buy |
1,312,798
+143,607
| +12% | +$3.12M | 1.75% | 14 |
|
|
2024
Q4 | $25M | Buy |
1,169,191
+189,970
| +19% | +$4.06M | 1.54% | 20 |
|
|
2024
Q3 | $21.7M | Buy |
979,221
+91,358
| +10% | +$2.03M | 1.34% | 23 |
|
|
2024
Q2 | $18.9M | Buy |
887,863
+98,443
| +12% | +$2.09M | 1.28% | 25 |
|
|
2024
Q1 | $16.9M | Buy |
789,420
+136,650
| +21% | +$2.92M | 1.17% | 25 |
|
|
2023
Q4 | $14.1M | Buy |
652,770
+299,601
| +85% | +$6.48M | 1.04% | 28 |
|
|
2023
Q3 | $7.2M | Buy |
353,169
+226,527
| +179% | +$4.62M | 0.58% | 32 |
|
|
2023
Q2 | $2.68M | Buy |
+126,642
| New | +$2.68M | 0.22% | 47 |
|