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 |
|