Beacon Pointe Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Beacon Pointe Advisors’s Portfolio IBDY Stock Details IBDY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$697K	Buy
2025 Q2	$568K	Sell
2025 Q1	$574K	Buy
2024 Q4	$349K	Buy
2024 Q3	$318K	Sell
2024 Q2	$330K	Buy
2024 Q1	$294K	Buy