Beacon Pointe 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 | $568K | Sell |
21,909
-548
| -2% | -$14.2K | 0.01% | 839 |
|
|
2025
Q1 | $574K | Buy |
22,457
+8,554
| +62% | +$219K | 0.01% | 805 |
|
|
2024
Q4 | $349K | Buy |
13,903
+1,843
| +15% | +$46.3K | ﹤0.01% | 943 |
|
|
2024
Q3 | $318K | Sell |
12,060
-1,037
| -8% | -$27.4K | ﹤0.01% | 986 |
|
|
2024
Q2 | $330K | Buy |
13,097
+1,575
| +14% | +$39.7K | ﹤0.01% | 1008 |
|
|
2024
Q1 | $294K | Buy |
+11,522
| New | +$294K | ﹤0.01% | 1106 |
|