Benjamin Edwards Inc’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 | $4.56M | Buy |
176,136
+9,488
| +6% | +$246K | 0.06% | 298 |
|
|
2025
Q1 | $4.26M | Buy |
166,648
+8,474
| +5% | +$217K | 0.06% | 282 |
|
|
2024
Q4 | $3.97M | Buy |
158,174
+4,847
| +3% | +$122K | 0.06% | 298 |
|
|
2024
Q3 | $4.05M | Buy |
153,327
+127,803
| +501% | +$3.37M | 0.06% | 297 |
|
|
2024
Q2 | $643K | Buy |
25,524
+4,145
| +19% | +$104K | 0.12% | 180 |
|
|
2024
Q1 | $545K | Sell |
21,379
-2,136
| -9% | -$54.5K | 0.11% | 209 |
|
|
2023
Q4 | $608K | Buy |
+23,515
| New | +$608K | 0.13% | 181 |
|