Archford Capital Strategies’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 | $1.91M | Sell |
73,675
-3,528
| -5% | -$91.4K | 0.24% | 96 |
|
2025
Q1 | $1.97M | Buy |
77,203
+1,614
| +2% | +$41.3K | 0.29% | 94 |
|
2024
Q4 | $1.9M | Buy |
75,589
+2,251
| +3% | +$56.5K | 0.29% | 86 |
|
2024
Q3 | $1.9M | Sell |
73,338
-1,525
| -2% | -$39.6K | 0.29% | 86 |
|
2024
Q2 | $1.89M | Buy |
74,863
+5,096
| +7% | +$128K | 0.31% | 82 |
|
2024
Q1 | $1.78M | Sell |
69,767
-372
| -0.5% | -$9.48K | 0.3% | 88 |
|
2023
Q4 | $1.81M | Buy |
+70,139
| New | +$1.81M | 0.33% | 79 |
|