OFA
Oak Family Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
11,405
-8,824
| -44% | -$194K | 0.08% | 81 |
|
|
2025
Q1 | $439K | Sell |
20,229
-117,376
| -85% | -$2.55M | 0.15% | 60 |
|
|
2024
Q4 | $2.94M | Sell |
137,605
-69,987
| -34% | -$1.49M | 1.07% | 31 |
|
|
2024
Q3 | $4.6M | Sell |
207,592
-1,490
| -0.7% | -$33K | 1.41% | 21 |
|
|
2024
Q2 | $4.45M | Buy |
209,082
+1,321
| +0.6% | +$28.1K | 1.52% | 22 |
|
|
2024
Q1 | $4.45M | Buy |
207,761
+16,847
| +9% | +$361K | 1.71% | 21 |
|
|
2023
Q4 | $4.13M | Buy |
+190,914
| New | +$4.13M | 1.74% | 23 |
|