Steward Partners Investment Advisory’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
Q2 | $107K | Buy |
5,065
+4,277
| +543% | +$90K | ﹤0.01% | 2074 |
|
|
2025
Q1 | $16.4K | Sell |
788
-460
| -37% | -$9.55K | ﹤0.01% | 2893 |
|
|
2024
Q4 | $25.4K | Sell |
1,248
-2,082
| -63% | -$42.4K | ﹤0.01% | 2671 |
|
|
2024
Q3 | $70.7K | Buy |
3,330
+788
| +31% | +$16.7K | ﹤0.01% | 2052 |
|
|
2024
Q2 | $51.6K | Hold |
2,542
| – | – | ﹤0.01% | 2087 |
|
|
2024
Q1 | $52.1K | Hold |
2,542
| – | – | ﹤0.01% | 2088 |
|
|
2023
Q4 | $52.8K | Hold |
2,542
| – | – | ﹤0.01% | 1967 |
|
|
2023
Q3 | $49.3K | Buy |
2,542
+1,008
| +66% | +$19.5K | ﹤0.01% | 1917 |
|
|
2023
Q2 | $31.1K | Buy |
+1,534
| New | +$31.1K | ﹤0.01% | 2077 |
|