Summit Wealth Partners’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 | $215K | Hold |
9,803
| – | – | 0.04% | 207 |
|
|
2025
Q1 | $213K | Hold |
9,803
| – | – | 0.04% | 201 |
|
|
2024
Q4 | $209K | Sell |
9,803
-1,419
| -13% | -$30.3K | 0.04% | 196 |
|
|
2024
Q3 | $249K | Hold |
11,222
| – | – | 0.05% | 209 |
|
|
2024
Q2 | $239K | Hold |
11,222
| – | – | 0.05% | 204 |
|
|
2024
Q1 | $240K | Hold |
11,222
| – | – | 0.05% | 203 |
|
|
2023
Q4 | $243K | Buy |
+11,222
| New | +$243K | 0.06% | 189 |
|