Envision Financial Planning’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 | $17.6M | Buy |
677,596
+26,925
| +4% | +$697K | 8.21% | 2 |
|
|
2025
Q1 | $16.6M | Buy |
650,671
+16,389
| +3% | +$419K | 8.48% | 2 |
|
|
2024
Q4 | $15.9M | Buy |
634,282
+18,121
| +3% | +$455K | 8.23% | 2 |
|
|
2024
Q3 | $16.3M | Buy |
616,161
+18,659
| +3% | +$493K | 8.56% | 2 |
|
|
2024
Q2 | $15.1M | Buy |
597,502
+22,339
| +4% | +$563K | 11.5% | 2 |
|
|
2024
Q1 | $14.7M | Buy |
575,163
+38,792
| +7% | +$988K | 11.83% | 2 |
|
|
2023
Q4 | $13.9M | Buy |
536,371
+285,699
| +114% | +$7.39M | 12.14% | 2 |
|
|
2023
Q3 | $6.01M | Buy |
+250,672
| New | +$6.01M | 5.95% | 8 |
|