MB, Levis & Associates’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 | $12.3M | Buy |
474,707
+8,057
| +2% | +$209K | 5.4% | 10 |
|
|
2025
Q1 | $11.9M | Buy |
466,650
+3,711
| +0.8% | +$94.9K | 5.54% | 10 |
|
|
2024
Q4 | $11.6M | Buy |
462,939
+7,122
| +2% | +$179K | 5.82% | 9 |
|
|
2024
Q3 | $12M | Buy |
455,817
+7,174
| +2% | +$189K | 5.93% | 9 |
|
|
2024
Q2 | $11.3M | Buy |
448,643
+22,101
| +5% | +$557K | 5.94% | 9 |
|
|
2024
Q1 | $10.9M | Buy |
426,542
+18,887
| +5% | +$481K | 5.84% | 9 |
|
|
2023
Q4 | $10.5M | Buy |
407,655
+158,506
| +64% | +$4.1M | 6.03% | 9 |
|
|
2023
Q3 | $5.97M | Buy |
+249,149
| New | +$5.97M | 3.87% | 9 |
|