Instrumental Wealth’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Instrumental Wealth’s Portfolio IBDY Stock Details IBDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.37M	Buy
2025 Q1	$9.06M	Buy
2024 Q4	$8.98M	Buy
2024 Q3	$8.44M	Buy
2024 Q2	$7.99M	Buy
2024 Q1	$7.56M	Sell
2023 Q4	$7.87M	Buy