Envestnet Asset 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 | $4.04M | Buy |
155,955
+8,614
| +6% | +$223K | ﹤0.01% | 2332 |
|
2025
Q1 | $3.77M | Buy |
147,341
+23,170
| +19% | +$592K | ﹤0.01% | 2326 |
|
2024
Q4 | $3.12M | Buy |
124,171
+22,570
| +22% | +$567K | ﹤0.01% | 2415 |
|
2024
Q3 | $2.68M | Buy |
101,601
+17,646
| +21% | +$466K | ﹤0.01% | 2480 |
|
2024
Q2 | $2.12M | Buy |
83,955
+15,047
| +22% | +$379K | ﹤0.01% | 2570 |
|
2024
Q1 | $1.76M | Buy |
68,908
+687
| +1% | +$17.5K | ﹤0.01% | 2663 |
|
2023
Q4 | $1.76M | Buy |
+68,221
| New | +$1.76M | ﹤0.01% | 2551 |
|