Mutual Advisors’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 | $460K | Buy |
20,990
+80
| +0.4% | +$1.75K | 0.01% | 824 |
|
|
2025
Q1 | $454K | Buy |
20,910
+1,990
| +11% | +$43.2K | 0.01% | 753 |
|
|
2024
Q4 | $404K | Buy |
18,920
+3,923
| +26% | +$83.8K | 0.01% | 782 |
|
|
2024
Q3 | $325K | Hold |
14,997
| – | – | 0.01% | 858 |
|
|
2024
Q2 | $324K | Buy |
14,997
+514
| +4% | +$11.1K | 0.01% | 854 |
|
|
2024
Q1 | $310K | Buy |
14,483
+4,336
| +43% | +$92.8K | 0.01% | 854 |
|
|
2023
Q4 | $220K | Buy |
+10,147
| New | +$220K | 0.01% | 933 |
|