Klingman & Associates’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6M | Buy |
1,311,440
+29,159
| +2% | +$614K | 1.52% | 20 |
|
|
2025
Q1 | $26.6M | Buy |
1,282,281
+257,981
| +25% | +$5.35M | 1.63% | 20 |
|
|
2024
Q4 | $20.8M | Buy |
1,024,300
+250,280
| +32% | +$5.09M | 1.28% | 25 |
|
|
2024
Q3 | $16.4M | Buy |
774,020
+115,353
| +18% | +$2.45M | 1.02% | 27 |
|
|
2024
Q2 | $13.4M | Buy |
658,667
+94,010
| +17% | +$1.91M | 0.9% | 29 |
|
|
2024
Q1 | $11.6M | Buy |
564,657
+145,395
| +35% | +$2.98M | 0.8% | 30 |
|
|
2023
Q4 | $8.71M | Buy |
419,262
+246,874
| +143% | +$5.13M | 0.64% | 33 |
|
|
2023
Q3 | $3.34M | Buy |
172,388
+88,924
| +107% | +$1.72M | 0.27% | 45 |
|
|
2023
Q2 | $1.69M | Buy |
+83,464
| New | +$1.69M | 0.14% | 66 |
|