Evergreen Private Wealth’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
130,682
+8,696
| +7% | +$220K | 1.38% | 32 |
|
|
2025
Q1 | $3.05M | Buy |
121,986
+2,215
| +2% | +$55.4K | 1.42% | 33 |
|
|
2024
Q4 | $2.94M | Buy |
119,771
+2,705
| +2% | +$66.5K | 1.38% | 34 |
|
|
2024
Q3 | $3.01M | Buy |
117,066
+1,335
| +1% | +$34.3K | 1.4% | 34 |
|
|
2024
Q2 | $2.84M | Sell |
115,731
-1,015
| -0.9% | -$24.9K | 1.4% | 34 |
|
|
2024
Q1 | $2.9M | Buy |
+116,746
| New | +$2.9M | 1.45% | 33 |
|