MWM
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MinichMacGregor Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

MinichMacGregor Wealth Management’s Portfolio IBDV Stock Details IBDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.67M Sell
394,318
-1,195
-0.3% -$26.3K 1.85% 26
2025
Q1 		$8.59M Buy
395,513
+22,913
+6% +$498K 1.92% 19
2024
Q4 		$7.96M Buy
+372,600
New +$7.96M 1.65% 28