SPWG
Syntegra Private Wealth Group’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 | $207K | Hold |
9,423
| – | – | 0.02% | 175 |
|
|
2025
Q1 | $205K | Hold |
9,423
| – | – | 0.02% | 158 |
|
|
2024
Q4 | $201K | Sell |
9,423
-14,589
| -61% | -$312K | 0.02% | 156 |
|
|
2024
Q3 | $532K | Buy |
24,012
+5,211
| +28% | +$116K | 0.06% | 74 |
|
|
2024
Q2 | $400K | Buy |
18,801
+546
| +3% | +$11.6K | 0.05% | 92 |
|
|
2024
Q1 | $391K | Buy |
18,255
+3,427
| +23% | +$73.3K | 0.05% | 90 |
|
|
2023
Q4 | $321K | Hold |
14,828
| – | – | 0.05% | 98 |
|
|
2023
Q3 | $302K | Hold |
14,828
| – | – | 0.05% | 96 |
|
|
2023
Q2 | $314K | Buy |
14,828
+1,877
| +14% | +$39.8K | 0.05% | 99 |
|
|
2023
Q1 | $279K | Buy |
12,951
+1,700
| +15% | +$36.6K | 0.05% | 100 |
|
|
2022
Q4 | $234K | Buy |
+11,251
| New | +$234K | 0.05% | 96 |
|