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Naples Global Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Naples Global Advisors’s Portfolio IBDW Stock Details IBDW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$667K Hold
31,690
– – 0.06% 272
2025
Q1 		$658K Buy
31,690
+3,515
+12% +$72.9K 0.06% 260
2024
Q4 		$573K Buy
+28,175
New +$573K 0.05% 275