Lido Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Sell |
698,994
-11,691
| -2% | -$246K | 0.06% | 184 |
|
|
2025
Q1 | $14.7M | Sell |
710,685
-173,992
| -20% | -$3.61M | 0.07% | 171 |
|
|
2024
Q4 | $18M | Buy |
884,677
+164,765
| +23% | +$3.35M | 0.08% | 139 |
|
|
2024
Q3 | $15.3M | Sell |
719,912
-100,985
| -12% | -$2.14M | 0.08% | 131 |
|
|
2024
Q2 | $16.7M | Sell |
820,897
-48,188
| -6% | -$978K | 0.09% | 110 |
|
|
2024
Q1 | $17.8M | Sell |
869,085
-46,087
| -5% | -$944K | 0.1% | 99 |
|
|
2023
Q4 | $19M | Sell |
915,172
-5,455
| -0.6% | -$113K | 0.13% | 83 |
|
|
2023
Q3 | $17.8M | Sell |
920,627
-57,000
| -6% | -$1.1M | 0.14% | 75 |
|
|
2023
Q2 | $19.8M | Buy |
977,627
+42,238
| +5% | +$856K | 0.14% | 74 |
|
|
2023
Q1 | $19.3M | Buy |
+935,389
| New | +$19.3M | 0.19% | 62 |
|