Mendota Financial Group’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
Q1 | – | Sell |
-38,621
| Closed | -$786K | – | 216 |
|
|
2024
Q4 | $786K | Sell |
38,621
-8,654
| -18% | -$176K | 0.51% | 19 |
|
|
2024
Q3 | $1M | Buy |
47,275
+4,393
| +10% | +$93.2K | 0.48% | 18 |
|
|
2024
Q2 | $870K | Buy |
42,882
+540
| +1% | +$11K | 0.47% | 22 |
|
|
2024
Q1 | $868K | Buy |
42,342
+14,415
| +52% | +$295K | 0.51% | 22 |
|
|
2023
Q4 | $580K | Buy |
+27,927
| New | +$580K | 0.45% | 30 |
|