Mutual Advisors’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 | $335K | Buy |
13,013
+57
| +0.4% | +$1.47K | 0.01% | 946 |
|
|
2025
Q1 | $330K | Buy |
12,956
+1,786
| +16% | +$45.4K | 0.01% | 877 |
|
|
2024
Q4 | $280K | Sell |
11,170
-915
| -8% | -$22.9K | 0.01% | 902 |
|
|
2024
Q3 | $311K | Hold |
12,085
| – | – | 0.01% | 880 |
|
|
2024
Q2 | $309K | Buy |
12,085
+55
| +0.5% | +$1.41K | 0.01% | 868 |
|
|
2024
Q1 | $307K | Buy |
+12,030
| New | +$307K | 0.01% | 860 |
|