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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $586K | Hold |
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|
2025
Q4 | $593K | Hold |
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|
2025
Q3 | $595K | Hold |
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|
2025
Q2 | $588K | Hold |
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|
2025
Q1 | $580K | Hold |
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|
2024
Q4 | $569K | Hold |
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|
2024
Q3 | $599K | Hold |
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|
2024
Q2 | $572K | Buy |
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|
2024
Q1 | $494K | Buy |
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|
2023
Q4 | $400K | Hold |
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|
2023
Q3 | $371K | Buy |
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