Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$595K Hold
2025
Q2
$588K Hold
2025
Q1
$580K Hold
2024
Q4
$569K Hold
2024
Q3
$599K Hold
2024
Q2
$572K Buy
2024
Q1
$494K Buy
2023
Q4
$400K Hold
2023
Q3
$371K Buy