Forvis Mazars Wealth Advisors’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 | $588K | Hold |
22,684
| – | – | 0.01% | 258 |
|
|
2025
Q1 | $580K | Hold |
22,684
| – | – | 0.01% | 265 |
|
|
2024
Q4 | $569K | Hold |
22,684
| – | – | 0.01% | 291 |
|
|
2024
Q3 | $599K | Hold |
22,684
| – | – | 0.01% | 292 |
|
|
2024
Q2 | $572K | Buy |
22,684
+3,312
| +17% | +$83.5K | 0.01% | 268 |
|
|
2024
Q1 | $494K | Buy |
19,372
+3,880
| +25% | +$98.9K | 0.01% | 294 |
|
|
2023
Q4 | $400K | Hold |
15,492
| – | – | 0.01% | 302 |
|
|
2023
Q3 | $371K | Buy |
+15,492
| New | +$371K | 0.01% | 307 |
|