Coldstream Capital Management’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 | $1.4M | Buy |
53,942
+823
| +2% | +$21.3K | 0.02% | 345 |
|
|
2025
Q1 | $1.36M | Hold |
53,119
| – | – | 0.03% | 323 |
|
|
2024
Q4 | $1.33M | Buy |
53,119
+11,921
| +29% | +$299K | 0.03% | 327 |
|
|
2024
Q3 | $1.09M | Sell |
41,198
-2,146
| -5% | -$56.7K | 0.02% | 354 |
|
|
2024
Q2 | $1.09M | Buy |
43,344
+13,651
| +46% | +$343K | 0.03% | 309 |
|
|
2024
Q1 | $757K | Buy |
29,693
+1,982
| +7% | +$50.5K | 0.02% | 406 |
|
|
2023
Q4 | $716K | Buy |
+27,711
| New | +$716K | 0.02% | 376 |
|