Avantax Advisory Services’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 | $576K | Buy |
22,243
+248
| +1% | +$6.42K | ﹤0.01% | 1502 |
|
|
2025
Q1 | $562K | Buy |
21,995
+2,970
| +16% | +$75.9K | ﹤0.01% | 1432 |
|
|
2024
Q4 | $478K | Buy |
19,025
+3,046
| +19% | +$76.5K | ﹤0.01% | 1475 |
|
|
2024
Q3 | $422K | Buy |
15,979
+171
| +1% | +$4.51K | ﹤0.01% | 1528 |
|
|
2024
Q2 | $398K | Buy |
15,808
+4,382
| +38% | +$110K | ﹤0.01% | 1516 |
|
|
2024
Q1 | $291K | Buy |
11,426
+3,407
| +42% | +$86.8K | ﹤0.01% | 1312 |
|
|
2023
Q4 | $207K | Buy |
+8,019
| New | +$207K | ﹤0.01% | 1462 |
|