SWM
Segment Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
86,845
+5,715
| +7% | +$120K | 0.12% | 110 |
|
|
2025
Q1 | $1.68M | Buy |
81,130
+7,820
| +11% | +$162K | 0.11% | 110 |
|
|
2024
Q4 | $1.49M | Buy |
73,310
+36,635
| +100% | +$746K | 0.1% | 118 |
|
|
2024
Q3 | $778K | Buy |
36,675
+4,245
| +13% | +$90.1K | 0.05% | 161 |
|
|
2024
Q2 | $658K | Buy |
32,430
+2,960
| +10% | +$60.1K | 0.05% | 168 |
|
|
2024
Q1 | $604K | Buy |
29,470
+11,270
| +62% | +$231K | 0.05% | 174 |
|
|
2023
Q4 | $378K | Buy |
+18,200
| New | +$378K | 0.03% | 193 |
|