Segment Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Segment Wealth Management’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.9M	Buy
2025 Q2	$1.81M	Sell
2025 Q1	$1.79M	Buy
2024 Q4	$1.62M	Buy
2024 Q3	$1.14M	Buy
2024 Q2	$983K	Buy
2024 Q1	$764K	Buy
2023 Q4	$510K	Buy
2023 Q3	$204K	Buy