Mutual Advisors’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 | $437K | Buy |
20,881
+137
| +0.7% | +$2.87K | 0.01% | 844 |
|
|
2025
Q1 | $430K | Sell |
20,744
-13,286
| -39% | -$275K | 0.01% | 776 |
|
|
2024
Q4 | $693K | Sell |
34,030
-1,002
| -3% | -$20.4K | 0.02% | 597 |
|
|
2024
Q3 | $727K | Sell |
35,032
-41
| -0.1% | -$850 | 0.02% | 584 |
|
|
2024
Q2 | $723K | Buy |
35,073
+10,148
| +41% | +$209K | 0.02% | 586 |
|
|
2024
Q1 | $511K | Buy |
24,925
+12,401
| +99% | +$254K | 0.02% | 688 |
|
|
2023
Q4 | $260K | Buy |
+12,524
| New | +$260K | 0.01% | 871 |
|