Meridian Wealth Management’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
$1.58M Buy
71,858
+6,603
+10% +$145K 0.07% 232
2025
Q1
$1.42M Buy
65,255
+12,464
+24% +$271K 0.07% 221
2024
Q4
$1.13M Buy
52,791
+19,387
+58% +$414K 0.05% 269
2024
Q3
$741K Buy
+33,404
New +$741K 0.04% 338