Phillips Financial Management’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 | $89K | Hold |
4,049
| – | – | 0.01% | 207 |
|
|
2025
Q1 | $87.9K | Hold |
4,049
| – | – | 0.01% | 199 |
|
|
2024
Q4 | $86.5K | Hold |
4,049
| – | – | 0.01% | 197 |
|
|
2024
Q3 | $89.8K | Buy |
4,049
+568
| +16% | +$12.6K | 0.01% | 206 |
|
|
2024
Q2 | $74K | Buy |
3,481
+2,341
| +205% | +$49.8K | 0.01% | 208 |
|
|
2024
Q1 | $24.4K | Buy |
+1,140
| New | +$24.4K | ﹤0.01% | 223 |
|