MB, Levis & Associates’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
503,035
+11,889
| +2% | +$301K | 5.59% | 9 |
|
|
2025
Q1 | $12.3M | Buy |
491,146
+6,182
| +1% | +$154K | 5.7% | 9 |
|
|
2024
Q4 | $11.9M | Buy |
484,964
+9,422
| +2% | +$232K | 5.97% | 8 |
|
|
2024
Q3 | $12.2M | Buy |
475,542
+10,073
| +2% | +$259K | 6.03% | 8 |
|
|
2024
Q2 | $11.4M | Buy |
465,469
+14,857
| +3% | +$365K | 6.01% | 8 |
|
|
2024
Q1 | $11.2M | Buy |
450,612
+15,617
| +4% | +$387K | 6% | 8 |
|
|
2023
Q4 | $11M | Buy |
434,995
+40,114
| +10% | +$1.01M | 6.28% | 8 |
|
|
2023
Q3 | $9.27M | Buy |
394,881
+11,813
| +3% | +$277K | 6.01% | 8 |
|
|
2023
Q2 | $9.43M | Buy |
383,068
+76,873
| +25% | +$1.89M | 6.04% | 8 |
|
|
2023
Q1 | $7.68M | Buy |
+306,195
| New | +$7.68M | 5.34% | 8 |
|