CIA
Capital Investment Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.6M | Buy |
2,531,308
+261,693
| +12% | +$6.78M | 1.18% | 22 |
|
|
2025
Q1 | $58M | Buy |
2,269,615
+194,733
| +9% | +$4.98M | 1.14% | 21 |
|
|
2024
Q4 | $52.1M | Buy |
2,074,882
+323,456
| +18% | +$8.12M | 1.06% | 24 |
|
|
2024
Q3 | $46.2M | Buy |
1,751,426
+338,206
| +24% | +$8.93M | 0.95% | 29 |
|
|
2024
Q2 | $35.6M | Buy |
1,413,220
+263,135
| +23% | +$6.63M | 0.81% | 36 |
|
|
2024
Q1 | $29.3M | Buy |
1,150,085
+227,823
| +25% | +$5.8M | 0.68% | 45 |
|
|
2023
Q4 | $23.8M | Buy |
922,262
+166,955
| +22% | +$4.32M | 0.6% | 49 |
|
|
2023
Q3 | $18.1M | Buy |
+755,307
| New | +$18.1M | 0.5% | 53 |
|