Wealth Enhancement Advisory Services
IBDV icon

Wealth Enhancement Advisory Services’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.29M Sell
150,524
-30,880
-17% -$681K 0.01% 1122
2025
Q4 		$4.01M Buy
181,404
+11,956
+7% +$264K 0.01% 1131
2025
Q3 		$3.75M Buy
169,448
+12,772
+8% +$281K 0.01% 1106
2025
Q2 		$3.42M Buy
156,676
+76,232
+95% +$1.65M 0.01% 1080
2025
Q1 		$1.75M Buy
80,444
+11,272
+16% +$242K ﹤0.01% 1313
2024
Q4 		$1.48M Buy
69,172
+24,389
+54% +$527K ﹤0.01% 1333
2024
Q3 		$993K Buy
44,783
+16,551
+59% +$361K ﹤0.01% 1403
2024
Q2 		$600K Buy
28,232
+2,679
+10% +$56.6K ﹤0.01% 1535
2024
Q1 		$547K Buy
25,553
+2,130
+9% +$45.5K ﹤0.01% 1528
2023
Q4 		$507K Buy
23,423
+5,563
+31% +$115K ﹤0.01% 1497
2023
Q3 		$364K Buy
+17,860
New +$372K ﹤0.01% 1620

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HPC
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