Spectrum Wealth Counsel’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $528K | Sell |
25,438
-1,832
| -7% | -$38K | 0.06% | 82 |
|
|
2024
Q4 | $555K | Buy |
27,270
+66
| +0.2% | +$1.34K | 0.07% | 91 |
|
|
2024
Q3 | $577K | Hold |
27,204
| – | – | 0.07% | 90 |
|
|
2024
Q2 | $552K | Buy |
27,204
+4,036
| +17% | +$81.9K | 0.07% | 86 |
|
|
2024
Q1 | $475K | Hold |
23,168
| – | – | 0.06% | 101 |
|
|
2023
Q4 | $481K | Buy |
+23,168
| New | +$481K | 0.07% | 95 |
|