United Capital Financial Advisors’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 | $1.68M | Buy |
76,596
+6,376
| +9% | +$140K | 0.01% | 474 |
|
|
2025
Q1 | $1.53M | Buy |
70,220
+3,910
| +6% | +$84.9K | 0.01% | 469 |
|
|
2024
Q4 | $1.42M | Buy |
66,310
+2,299
| +4% | +$49.1K | 0.01% | 485 |
|
|
2024
Q3 | $1.42M | Buy |
64,011
+955
| +2% | +$21.2K | 0.01% | 468 |
|
|
2024
Q2 | $1.34M | Sell |
63,056
-958
| -1% | -$20.4K | 0.01% | 468 |
|
|
2024
Q1 | $1.37M | Sell |
64,014
-415
| -0.6% | -$8.88K | 0.01% | 498 |
|
|
2023
Q4 | $1.39M | Sell |
64,429
-3,711
| -5% | -$80.3K | 0.01% | 489 |
|
|
2023
Q3 | $1.39M | Sell |
68,140
-6,173
| -8% | -$126K | 0.01% | 466 |
|
|
2023
Q2 | $1.58M | Sell |
74,313
-2,679
| -3% | -$56.8K | 0.01% | 472 |
|
|
2023
Q1 | $1.66M | Sell |
76,992
-5,059
| -6% | -$109K | 0.01% | 478 |
|
|
2022
Q4 | $1.71M | Buy |
+82,051
| New | +$1.71M | 0.01% | 506 |
|