Meridian Wealth Management’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
$289K Buy
13,714
+2,301
+20% +$48.4K 0.01% 567
2025
Q1
$237K Buy
+11,413
New +$237K 0.01% 568
2024
Q4
Sell
-9,684
Closed -$205K 647
2024
Q3
$205K Buy
+9,684
New +$205K 0.01% 606