Lee Financial’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 | $421K | Hold |
20,000
| – | – | 0.06% | 102 |
|
|
2025
Q1 | $415K | Hold |
20,000
| – | – | 0.06% | 105 |
|
|
2024
Q4 | $407K | Hold |
20,000
| – | – | 0.06% | 125 |
|
|
2024
Q3 | $424K | Hold |
20,000
| – | – | 0.06% | 122 |
|
|
2024
Q2 | $406K | Hold |
20,000
| – | – | 0.07% | 107 |
|
|
2024
Q1 | $410K | Buy |
+20,000
| New | +$410K | 0.07% | 106 |
|