SIC
Sigma Investment Counselors’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 | $34.1M | Buy |
1,619,642
+45,513
| +3% | +$958K | 1.88% | 10 |
|
|
2025
Q1 | $32.7M | Buy |
1,574,129
+91,020
| +6% | +$1.89M | 2% | 9 |
|
|
2024
Q4 | $30.2M | Buy |
1,483,109
+115,082
| +8% | +$2.34M | 1.77% | 11 |
|
|
2024
Q3 | $29M | Buy |
1,368,027
+124,713
| +10% | +$2.65M | 1.7% | 13 |
|
|
2024
Q2 | $25.2M | Buy |
1,243,314
+164,965
| +15% | +$3.35M | 1.58% | 14 |
|
|
2024
Q1 | $22.1M | Buy |
1,078,349
+319,405
| +42% | +$6.54M | 1.42% | 19 |
|
|
2023
Q4 | $15.8M | Buy |
758,944
+113,937
| +18% | +$2.37M | 1.11% | 22 |
|
|
2023
Q3 | $12.5M | Buy |
645,007
+97,142
| +18% | +$1.88M | 0.94% | 24 |
|
|
2023
Q2 | $11.1M | Buy |
547,865
+100,760
| +23% | +$2.04M | 0.82% | 26 |
|
|
2023
Q1 | $9.23M | Buy |
+447,105
| New | +$9.23M | 0.72% | 30 |
|