Spectrum Wealth Counsel’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $526K | Sell |
24,214
-2,199
| -8% | -$47.8K | 0.06% | 83 |
|
|
2024
Q4 | $564K | Buy |
26,413
+125
| +0.5% | +$2.67K | 0.07% | 89 |
|
|
2024
Q3 | $583K | Hold |
26,288
| – | – | 0.07% | 86 |
|
|
2024
Q2 | $559K | Buy |
26,288
+2,890
| +12% | +$61.4K | 0.07% | 83 |
|
|
2024
Q1 | $501K | Hold |
23,398
| – | – | 0.06% | 95 |
|
|
2023
Q4 | $506K | Buy |
+23,398
| New | +$506K | 0.07% | 89 |
|