Roble Belko & Company’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Hold |
20,992
| – | – | 0.06% | 80 |
|
|
2025
Q1 | $436K | Buy |
20,992
+1,127
| +6% | +$23.4K | 0.07% | 80 |
|
|
2024
Q4 | $404K | Buy |
19,865
+4,870
| +32% | +$99K | 0.06% | 82 |
|
|
2024
Q3 | $318K | Buy |
14,995
+1,874
| +14% | +$39.7K | 0.05% | 86 |
|
|
2024
Q2 | $266K | Buy |
13,121
+2,860
| +28% | +$58K | 0.04% | 93 |
|
|
2024
Q1 | $210K | Buy |
10,261
+2,821
| +38% | +$57.7K | 0.04% | 99 |
|
|
2023
Q4 | $155K | Buy |
+7,440
| New | +$155K | 0.03% | 99 |
|