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Ritholtz Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Ritholtz Wealth Management’s Portfolio IBDW Stock Details IBDW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$267K Buy
12,700
+1,450
+13% +$30.5K 0.01% 831
2025
Q1 		$233K Hold
11,250
– – 0.01% 817
2024
Q4 		$229K Hold
11,250
– – 0.01% 781
2024
Q3 		$239K Hold
11,250
– – 0.01% 762
2024
Q2 		$228K Buy
+11,250
New +$228K 0.01% 729