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Wilkins Miller Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Wilkins Miller Wealth Management’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.39M Sell
208,691
-11,602
-5% -$244K 2.99% 10
2025
Q1 		$4.57M Buy
220,293
+192,667
+697% +$4M 3.44% 8
2024
Q4 		$562K Buy
+27,626
New +$562K 0.59% 33