Oak Family Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Oak Family Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$251K	Sell
2025 Q1	$439K	Sell
2024 Q4	$2.94M	Sell
2024 Q3	$4.6M	Sell
2024 Q2	$4.45M	Buy
2024 Q1	$4.45M	Buy
2023 Q4	$4.13M	Buy