Roble Belko & Company’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 | $501K | Hold |
22,803
| – | – | 0.07% | 77 |
|
|
2025
Q1 | $495K | Buy |
22,803
+1,075
| +5% | +$23.3K | 0.08% | 75 |
|
|
2024
Q4 | $464K | Buy |
21,728
+2,816
| +15% | +$60.1K | 0.07% | 78 |
|
|
2024
Q3 | $419K | Hold |
18,912
| – | – | 0.07% | 77 |
|
|
2024
Q2 | $402K | Hold |
18,912
| – | – | 0.07% | 76 |
|
|
2024
Q1 | $405K | Hold |
18,912
| – | – | 0.07% | 79 |
|
|
2023
Q4 | $409K | Sell |
18,912
-15,095
| -44% | -$326K | 0.08% | 68 |
|
|
2023
Q3 | $693K | Buy |
34,007
+24,300
| +250% | +$495K | 0.14% | 54 |
|
|
2023
Q2 | $206K | Buy |
+9,707
| New | +$206K | 0.04% | 87 |
|