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Summitry LLC’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Summitry LLC’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,114,739
Closed -$23.9M – 117
2024
Q1 		$23.9M Sell
1,114,739
-357,727
-24% -$7.66M 1.25% 28
2023
Q4 		$31.9M Buy
+1,472,466
New +$31.9M 1.85% 24