Steward Partners Investment Advisory’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Steward Partners Investment Advisory’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$147K	Buy
2025 Q1	$63.5K	Buy
2024 Q4	$31.6K	Sell
2024 Q3	$67K	Buy
2024 Q2	$49.9K	Hold
2024 Q1	$50.2K	Hold
2023 Q4	$50.7K	Hold
2023 Q3	$47.8K	Buy
2023 Q2	$29.3K	Buy