CAPTRUST Financial Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Sell |
29,042
-6,005
| -17% | -$152K | ﹤0.01% | 1506 |
|
|
2025
Q1 | $876K | Buy |
35,047
+1,660
| +5% | +$41.5K | ﹤0.01% | 1351 |
|
|
2024
Q4 | $821K | Buy |
33,387
+2,704
| +9% | +$66.5K | ﹤0.01% | 1337 |
|
|
2024
Q3 | $789K | Buy |
30,683
+3,977
| +15% | +$102K | ﹤0.01% | 1325 |
|
|
2024
Q2 | $656K | Buy |
26,706
+95
| +0.4% | +$2.33K | ﹤0.01% | 1372 |
|
|
2024
Q1 | $660K | Buy |
26,611
+1,928
| +8% | +$47.8K | ﹤0.01% | 1347 |
|
|
2023
Q4 | $623K | Buy |
+24,683
| New | +$623K | ﹤0.01% | 1579 |
|