IW
Instrumental Wealth’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.37M | Buy |
367,159
+11,167
| +3% | +$285K | 7.45% | 4 |
|
|
2025
Q1 | $9.06M | Buy |
355,992
+2,296
| +0.6% | +$58.4K | 8.2% | 4 |
|
|
2024
Q4 | $8.98M | Buy |
353,696
+28,534
| +9% | +$724K | 8.5% | 5 |
|
|
2024
Q3 | $8.44M | Buy |
325,162
+10,617
| +3% | +$276K | 8.23% | 5 |
|
|
2024
Q2 | $7.99M | Buy |
314,545
+11,524
| +4% | +$293K | 8.25% | 5 |
|
|
2024
Q1 | $7.56M | Sell |
303,021
-6,630
| -2% | -$165K | 3.29% | 6 |
|
|
2023
Q4 | $7.87M | Buy |
+309,651
| New | +$7.87M | 8.5% | 5 |
|