PPWM
PFG Private Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
515,066
+12,254
| +2% | +$258K | 5.58% | 6 |
|
|
2025
Q1 | $10.4M | Buy |
502,812
+494,495
| +5,946% | +$10.3M | 5.64% | 6 |
|
|
2024
Q4 | $169K | Hold |
8,317
| – | – | 0.1% | 58 |
|
|
2024
Q3 | $176K | Sell |
8,317
-2,802
| -25% | -$59.5K | 0.1% | 60 |
|
|
2024
Q2 | $226K | Sell |
11,119
-9
| -0.1% | -$183 | 0.14% | 45 |
|
|
2024
Q1 | $228K | Sell |
11,128
-261,720
| -96% | -$5.36M | 0.14% | 45 |
|
|
2023
Q4 | $5.67M | Buy |
+272,848
| New | +$5.67M | 3.81% | 13 |
|