Wealth Enhancement Advisory Services’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$986K Buy
39,199
+1,446
+4% +$36.4K ﹤0.01% 1755
2025
Q1
$943K Sell
37,753
-7,202
-16% -$180K ﹤0.01% 1625
2024
Q4
$1.1M Buy
44,955
+2,116
+5% +$52K ﹤0.01% 1472
2024
Q3
$1.1M Buy
42,839
+1,680
+4% +$43.2K ﹤0.01% 1337
2024
Q2
$1.01M Buy
41,159
+989
+2% +$24.3K ﹤0.01% 1271
2024
Q1
$997K Buy
40,170
+8,928
+29% +$222K ﹤0.01% 1238
2023
Q4
$788K Buy
31,242
+904
+3% +$22.8K ﹤0.01% 1263
2023
Q3
$712K Buy
+30,338
New +$712K ﹤0.01% 1242