IFP 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 | $600K | Buy |
23,156
+2,952
| +15% | +$76.5K | 0.02% | 762 |
|
|
2025
Q1 | $516K | Buy |
20,204
+5,744
| +40% | +$147K | 0.02% | 756 |
|
|
2024
Q4 | $363K | Buy |
14,460
+3,316
| +30% | +$83.2K | 0.01% | 870 |
|
|
2024
Q3 | $294K | Buy |
11,144
+8,847
| +385% | +$234K | 0.01% | 912 |
|
|
2024
Q2 | $57.9K | Hold |
2,297
| – | – | ﹤0.01% | 1610 |
|
|
2024
Q1 | $58.5K | Sell |
2,297
-1,401
| -38% | -$35.7K | ﹤0.01% | 1521 |
|
|
2023
Q4 | $95.6K | Buy |
+3,698
| New | +$95.6K | ﹤0.01% | 1267 |
|