JCM
IBDY icon

Jacobi Capital Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Jacobi Capital Management’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$460K Buy
17,747
+1,132
+7% +$29.3K 0.03% 403
2025
Q1 		$425K Buy
16,615
+1,475
+10% +$37.7K 0.03% 402
2024
Q4 		$380K Buy
15,140
+4,862
+47% +$122K 0.03% 408
2024
Q3 		$271K Buy
+10,278
New +$271K 0.02% 482