Steward Partners Investment Advisory’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
Q2 | $147K | Buy |
6,667
+3,743
| +128% | +$82.3K | ﹤0.01% | 1906 |
|
|
2025
Q1 | $63.5K | Buy |
2,924
+1,445
| +98% | +$31.4K | ﹤0.01% | 2256 |
|
|
2024
Q4 | $31.6K | Sell |
1,479
-1,543
| -51% | -$33K | ﹤0.01% | 2568 |
|
|
2024
Q3 | $67K | Buy |
3,022
+677
| +29% | +$15K | ﹤0.01% | 2083 |
|
|
2024
Q2 | $49.9K | Hold |
2,345
| – | – | ﹤0.01% | 2104 |
|
|
2024
Q1 | $50.2K | Hold |
2,345
| – | – | ﹤0.01% | 2113 |
|
|
2023
Q4 | $50.7K | Hold |
2,345
| – | – | ﹤0.01% | 1989 |
|
|
2023
Q3 | $47.8K | Buy |
2,345
+962
| +70% | +$19.6K | ﹤0.01% | 1933 |
|
|
2023
Q2 | $29.3K | Buy |
+1,383
| New | +$29.3K | ﹤0.01% | 2090 |
|