Addison Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Buy |
30,797
+9,865
| +47% | +$256K | 0.2% | 90 |
|
|
2025
Q1 | $535K | Buy |
20,932
+3,205
| +18% | +$81.9K | 0.15% | 103 |
|
|
2024
Q4 | $445K | Buy |
17,727
+1,225
| +7% | +$30.7K | 0.12% | 120 |
|
|
2024
Q3 | $436K | Buy |
16,502
+2,260
| +16% | +$59.7K | 0.12% | 125 |
|
|
2024
Q2 | $359K | Buy |
14,242
+5,982
| +72% | +$151K | 0.12% | 131 |
|
|
2024
Q1 | $210K | Buy |
+8,260
| New | +$210K | 0.07% | 181 |
|