MA
MONECO 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 | $583K | Hold |
27,692
| – | – | 0.05% | 265 |
|
|
2025
Q1 | $575K | Buy |
27,692
+4,825
| +21% | +$100K | 0.06% | 253 |
|
|
2024
Q4 | $465K | Hold |
22,867
| – | – | 0.05% | 292 |
|
|
2024
Q3 | $485K | Buy |
22,867
+4,800
| +27% | +$102K | 0.06% | 261 |
|
|
2024
Q2 | $367K | Hold |
18,067
| – | – | 0.05% | 279 |
|
|
2024
Q1 | $370K | Hold |
18,067
| – | – | 0.06% | 280 |
|
|
2023
Q4 | $375K | Hold |
18,067
| – | – | 0.07% | 252 |
|
|
2023
Q3 | $350K | Hold |
18,067
| – | – | 0.1% | 228 |
|
|
2023
Q2 | $366K | Hold |
18,067
| – | – | 0.1% | 220 |
|
|
2023
Q1 | $373K | Buy |
+18,067
| New | +$373K | 0.11% | 207 |
|