Wealth Enhancement Advisory Services’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $988K | Buy |
47,295
+1,699
| +4% | +$35.5K | ﹤0.01% | 1752 |
|
|
2025
Q1 | $946K | Sell |
45,596
-8,488
| -16% | -$176K | ﹤0.01% | 1621 |
|
|
2024
Q4 | $1.1M | Buy |
54,084
+2,559
| +5% | +$52.1K | ﹤0.01% | 1477 |
|
|
2024
Q3 | $1.09M | Buy |
51,525
+2,508
| +5% | +$53.2K | ﹤0.01% | 1340 |
|
|
2024
Q2 | $995K | Buy |
49,017
+1,362
| +3% | +$27.6K | ﹤0.01% | 1280 |
|
|
2024
Q1 | $976K | Buy |
47,655
+10,769
| +29% | +$221K | ﹤0.01% | 1247 |
|
|
2023
Q4 | $766K | Buy |
36,886
+354
| +1% | +$7.35K | ﹤0.01% | 1272 |
|
|
2023
Q3 | $708K | Buy |
+36,532
| New | +$708K | ﹤0.01% | 1244 |
|