Wealth Enhancement Advisory Services’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
$3.42M Buy
156,676
+76,232
+95% +$1.67M 0.01% 1078
2025
Q1
$1.75M Buy
80,444
+11,272
+16% +$245K ﹤0.01% 1310
2024
Q4
$1.48M Buy
69,172
+24,389
+54% +$521K ﹤0.01% 1327
2024
Q3
$993K Buy
44,783
+16,551
+59% +$367K ﹤0.01% 1394
2024
Q2
$600K Buy
28,232
+2,679
+10% +$57K ﹤0.01% 1534
2024
Q1
$547K Buy
25,553
+2,130
+9% +$45.6K ﹤0.01% 1528
2023
Q4
$507K Buy
23,423
+5,563
+31% +$120K ﹤0.01% 1495
2023
Q3
$364K Buy
+17,860
New +$364K ﹤0.01% 1616