SIC
Sigma Investment Counselors’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 | $34.4M | Buy |
1,565,293
+40,463
| +3% | +$889K | 1.89% | 8 |
|
|
2025
Q1 | $33.1M | Buy |
1,524,830
+64,650
| +4% | +$1.4M | 2.03% | 8 |
|
|
2024
Q4 | $31.2M | Buy |
1,460,180
+95,813
| +7% | +$2.05M | 1.83% | 9 |
|
|
2024
Q3 | $30.2M | Buy |
1,364,367
+93,963
| +7% | +$2.08M | 1.77% | 10 |
|
|
2024
Q2 | $27M | Buy |
1,270,404
+112,419
| +10% | +$2.39M | 1.69% | 10 |
|
|
2024
Q1 | $24.8M | Buy |
1,157,985
+264,956
| +30% | +$5.67M | 1.6% | 12 |
|
|
2023
Q4 | $19.3M | Buy |
893,029
+116,937
| +15% | +$2.53M | 1.36% | 19 |
|
|
2023
Q3 | $15.8M | Buy |
776,092
+54,381
| +8% | +$1.11M | 1.19% | 22 |
|
|
2023
Q2 | $15.3M | Buy |
721,711
+90,568
| +14% | +$1.92M | 1.12% | 22 |
|
|
2023
Q1 | $13.6M | Buy |
631,143
+618,133
| +4,751% | +$13.3M | 1.05% | 22 |
|
|
2022
Q4 | $271K | Buy |
+13,010
| New | +$271K | 0.02% | 157 |
|