Ritholtz Wealth Management’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 | $348K | Sell |
15,815
-935
| -6% | -$20.6K | 0.01% | 752 |
|
|
2025
Q1 | $364K | Hold |
16,750
| – | – | 0.01% | 685 |
|
|
2024
Q4 | $358K | Buy |
16,750
+2,750
| +20% | +$58.7K | 0.01% | 655 |
|
|
2024
Q3 | $310K | Buy |
14,000
+3,200
| +30% | +$70.9K | 0.01% | 691 |
|
|
2024
Q2 | $230K | Hold |
10,800
| – | – | 0.01% | 726 |
|
|
2024
Q1 | $231K | Hold |
10,800
| – | – | 0.01% | 708 |
|
|
2023
Q4 | $234K | Hold |
10,800
| – | – | 0.01% | 662 |
|
|
2023
Q3 | $220K | Buy |
+10,800
| New | +$220K | 0.01% | 632 |
|