Segment Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
82,170
-65
| -0.1% | -$1.43K | 0.11% | 113 |
|
|
2025
Q1 | $1.79M | Buy |
82,235
+6,290
| +8% | +$137K | 0.12% | 103 |
|
|
2024
Q4 | $1.62M | Buy |
75,945
+24,415
| +47% | +$522K | 0.11% | 108 |
|
|
2024
Q3 | $1.14M | Buy |
51,530
+5,310
| +11% | +$118K | 0.08% | 143 |
|
|
2024
Q2 | $983K | Buy |
46,220
+10,530
| +30% | +$224K | 0.07% | 149 |
|
|
2024
Q1 | $764K | Buy |
35,690
+12,110
| +51% | +$259K | 0.06% | 161 |
|
|
2023
Q4 | $510K | Buy |
23,580
+13,550
| +135% | +$293K | 0.05% | 177 |
|
|
2023
Q3 | $204K | Buy |
+10,030
| New | +$204K | 0.02% | 213 |
|