Peloton Wealth Strategists’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 | $6.35M | Buy |
289,000
+15,500
| +6% | +$341K | 2.55% | 13 |
|
|
2025
Q1 | $5.94M | Buy |
273,500
+36,400
| +15% | +$791K | 2.48% | 14 |
|
|
2024
Q4 | $5.06M | Buy |
237,100
+43,200
| +22% | +$923K | 2.04% | 16 |
|
|
2024
Q3 | $4.3M | Buy |
193,900
+9,700
| +5% | +$215K | 1.71% | 19 |
|
|
2024
Q2 | $3.92M | Buy |
184,200
+8,700
| +5% | +$185K | 1.61% | 24 |
|
|
2024
Q1 | $3.76M | Buy |
175,500
+15,500
| +10% | +$332K | 1.53% | 26 |
|
|
2023
Q4 | $3.46M | Buy |
160,000
+17,000
| +12% | +$368K | 1.5% | 25 |
|
|
2023
Q3 | $2.91M | Buy |
143,000
+39,300
| +38% | +$801K | 1.34% | 30 |
|
|
2023
Q2 | $2.2M | Buy |
103,700
+28,700
| +38% | +$608K | 0.97% | 43 |
|
|
2023
Q1 | $1.62M | Buy |
75,000
+34,000
| +83% | +$732K | 0.74% | 49 |
|
|
2022
Q4 | $853K | Buy |
41,000
+7,500
| +22% | +$156K | 0.41% | 64 |
|
|
2022
Q3 | $679K | Buy |
+33,500
| New | +$679K | 0.35% | 65 |
|