WA
Wealthstar Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
90,915
-15,907
| -15% | -$350K | 0.75% | 22 |
|
|
2025
Q1 | $2.32M | Buy |
106,822
+15,755
| +17% | +$342K | 1.06% | 18 |
|
|
2024
Q4 | $1.95M | Buy |
+91,067
| New | +$1.95M | 0.85% | 20 |
|
|
2024
Q2 | – | Sell |
-15,903
| Closed | -$347K | – | 71 |
|
|
2024
Q1 | $347K | Buy |
15,903
+4,090
| +35% | +$89.2K | 0.12% | 105 |
|
|
2023
Q4 | $256K | Sell |
11,813
-186
| -2% | -$4.03K | 0.04% | 111 |
|
|
2023
Q3 | $245K | Buy |
+11,999
| New | +$245K | 0.09% | 101 |
|