Evergreen Private Wealth’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 | $3.29M | Buy |
127,066
+8,251
| +7% | +$214K | 1.38% | 33 |
|
|
2025
Q1 | $3.04M | Buy |
118,815
+1,865
| +2% | +$47.7K | 1.42% | 34 |
|
|
2024
Q4 | $2.94M | Buy |
116,950
+2,508
| +2% | +$63K | 1.38% | 35 |
|
|
2024
Q3 | $3.02M | Buy |
114,442
+1,213
| +1% | +$32K | 1.4% | 33 |
|
|
2024
Q2 | $2.85M | Sell |
113,229
-892
| -0.8% | -$22.5K | 1.41% | 33 |
|
|
2024
Q1 | $2.91M | Buy |
+114,121
| New | +$2.91M | 1.46% | 32 |
|