WFA
Wells Financial 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
Q1 | – | Sell |
-4,200
| Closed | -$89.7K | – | 79 |
|
|
2024
Q4 | $89.7K | Hold |
4,200
| – | – | 0.12% | 52 |
|
|
2024
Q3 | $93.1K | Hold |
4,200
| – | – | 0.13% | 51 |
|
|
2024
Q2 | $89.3K | Hold |
4,200
| – | – | 0.06% | 61 |
|
|
2024
Q1 | $89.9K | Hold |
4,200
| – | – | 0.06% | 51 |
|
|
2023
Q4 | $90.9K | Buy |
+4,200
| New | +$90.9K | 0.07% | 47 |
|