J.W. Cole Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

J.W. Cole Advisors’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 Q3	$1.51M	Buy
2025 Q2	$1.19M	Buy
2025 Q1	–	Sell
2024 Q4	$1.16M	Sell
2024 Q3	$1.32M	Buy
2024 Q2	$370K	Buy
2024 Q1	$300K	Sell
2023 Q4	$804K	Buy