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Wilkins Miller Wealth Management’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
$5.39M Sell
245,277
-11,444
-4% -$252K 3.67% 5
2025
Q1
$5.58M Sell
256,721
-4,770
-2% -$104K 4.19% 5
2024
Q4
$5.59M Buy
+261,491
New +$5.59M 5.84% 4