RW
RVW Wealth’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6M | Buy |
966,581
+77,283
| +9% | +$1.96M | 2.09% | 17 |
|
|
2025
Q1 | $22.5M | Buy |
889,298
+19,802
| +2% | +$500K | 2.11% | 16 |
|
|
2024
Q4 | $21.7M | Buy |
869,496
+62,756
| +8% | +$1.56M | 2.02% | 20 |
|
|
2024
Q3 | $20.6M | Buy |
806,740
+76,194
| +10% | +$1.95M | 1.91% | 19 |
|
|
2024
Q2 | $18.1M | Buy |
730,546
+82,835
| +13% | +$2.05M | 1.81% | 21 |
|
|
2024
Q1 | $16.1M | Buy |
647,711
+12,756
| +2% | +$318K | 1.66% | 25 |
|
|
2023
Q4 | $15.9M | Buy |
634,955
+612,139
| +2,683% | +$15.4M | 1.75% | 24 |
|
|
2023
Q3 | $548K | Buy |
22,816
+12,639
| +124% | +$304K | 0.07% | 87 |
|
|
2023
Q2 | $249K | Sell |
10,177
-807
| -7% | -$19.8K | 0.03% | 128 |
|
|
2023
Q1 | $274K | Hold |
10,984
| – | – | 0.03% | 119 |
|
|
2022
Q4 | $267K | Sell |
10,984
-2,704
| -20% | -$65.7K | 0.03% | 129 |
|
|
2022
Q3 | $326K | Buy |
13,688
+1,718
| +14% | +$40.9K | 0.05% | 111 |
|
|
2022
Q2 | $299K | Buy |
11,970
+590
| +5% | +$14.7K | 0.04% | 114 |
|
|
2022
Q1 | $300K | Buy |
11,380
+2,704
| +31% | +$71.3K | 0.03% | 111 |
|
|
2021
Q4 | $245K | Buy |
+8,676
| New | +$245K | 0.03% | 118 |
|