Valley Wealth Managers’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	$29.2K	Buy	1,331 +3	+0.2%	+$66	﹤0.01%	219
2025 Q1	$28.9K	Buy	1,328 +2	+0.2%	+$43	﹤0.01%	229
2024 Q4	$28.3K	Buy	1,326 +35	+3%	+$748	﹤0.01%	242
2024 Q3	$28.6K	Buy	1,291 +213	+20%	+$4.72K	﹤0.01%	244
2024 Q2	$22.9K	Buy	+1,078	New	+$22.9K	﹤0.01%	254