Kestra Advisory Services’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 | $6.45M | Buy |
249,063
+23,494
| +10% | +$609K | 0.03% | 525 |
|
|
2025
Q1 | $5.77M | Buy |
225,569
+1,872
| +0.8% | +$47.8K | 0.03% | 522 |
|
|
2024
Q4 | $5.61M | Buy |
223,697
+46,527
| +26% | +$1.17M | 0.03% | 530 |
|
|
2024
Q3 | $4.68M | Buy |
177,170
+39,761
| +29% | +$1.05M | 0.03% | 611 |
|
|
2024
Q2 | $3.46M | Buy |
137,409
+31,614
| +30% | +$797K | 0.02% | 718 |
|
|
2024
Q1 | $2.7M | Buy |
+105,795
| New | +$2.7M | 0.02% | 759 |
|