YWM
Yoder 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 | $317K | Hold |
14,400
| – | – | 0.17% | 81 |
|
|
2025
Q1 | $313K | Buy |
14,400
+3,500
| +32% | +$76K | 0.18% | 77 |
|
|
2024
Q4 | $233K | Hold |
10,900
| – | – | 0.13% | 96 |
|
|
2024
Q3 | $242K | Hold |
10,900
| – | – | 0.15% | 100 |
|
|
2024
Q2 | $232K | Hold |
10,900
| – | – | 0.15% | 94 |
|
|
2024
Q1 | $233K | Hold |
10,900
| – | – | 0.15% | 92 |
|
|
2023
Q4 | $236K | Buy |
+10,900
| New | +$236K | 0.17% | 86 |
|