SPWM
Straight Path Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Hold |
12,549
| – | – | 0.09% | 91 |
|
|
2025
Q1 | $273K | Hold |
12,549
| – | – | 0.11% | 79 |
|
|
2024
Q4 | $268K | Hold |
12,549
| – | – | 0.11% | 77 |
|
|
2024
Q3 | $278K | Hold |
12,549
| – | – | 0.12% | 77 |
|
|
2024
Q2 | $267K | Buy |
12,549
+2,694
| +27% | +$57.3K | 0.14% | 71 |
|
|
2024
Q1 | $211K | Hold |
9,855
| – | – | 0.12% | 83 |
|
|
2023
Q4 | $213K | Buy |
+9,855
| New | +$213K | 0.13% | 82 |
|