HighTower 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 | $3.12M | Buy |
120,584
+20,468
| +20% | +$530K | ﹤0.01% | 1327 |
|
2025
Q1 | $2.56M | Buy |
100,116
+7,701
| +8% | +$197K | ﹤0.01% | 1391 |
|
2024
Q4 | $2.32M | Buy |
92,415
+21,102
| +30% | +$530K | ﹤0.01% | 1429 |
|
2024
Q3 | $1.89M | Buy |
71,313
+12,866
| +22% | +$340K | ﹤0.01% | 1552 |
|
2024
Q2 | $1.48M | Buy |
+58,447
| New | +$1.48M | ﹤0.01% | 1619 |
|
2024
Q1 | – | Sell |
-53,195
| Closed | -$1.38M | – | 3415 |
|
2023
Q4 | $1.38M | Buy |
53,195
+43,343
| +440% | +$1.12M | ﹤0.01% | 1662 |
|
2023
Q3 | $236K | Buy |
+9,852
| New | +$236K | ﹤0.01% | 2771 |
|