CAPTRUST Financial 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 | $1.12M | Sell |
43,351
-5,148
| -11% | -$133K | ﹤0.01% | 1281 |
|
|
2025
Q1 | $1.24M | Buy |
48,499
+15
| +0% | +$383 | ﹤0.01% | 1151 |
|
|
2024
Q4 | $1.22M | Buy |
48,484
+20,596
| +74% | +$517K | ﹤0.01% | 1133 |
|
|
2024
Q3 | $736K | Buy |
27,888
+1,840
| +7% | +$48.6K | ﹤0.01% | 1374 |
|
|
2024
Q2 | $656K | Buy |
26,048
+130
| +0.5% | +$3.28K | ﹤0.01% | 1371 |
|
|
2024
Q1 | $660K | Buy |
25,918
+1,880
| +8% | +$47.9K | ﹤0.01% | 1346 |
|
|
2023
Q4 | $621K | Buy |
+24,038
| New | +$621K | ﹤0.01% | 1581 |
|