PA
Probity Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.63M | Buy |
140,036
+12,473
| +10% | +$323K | 0.64% | 37 |
|
2025
Q1 | $3.26M | Buy |
127,563
+7,267
| +6% | +$186K | 0.63% | 37 |
|
2024
Q4 | $3.02M | Buy |
120,296
+21,573
| +22% | +$541K | 0.58% | 37 |
|
2024
Q3 | $2.61M | Buy |
98,723
+11,647
| +13% | +$307K | 0.5% | 44 |
|
2024
Q2 | $2.19M | Buy |
87,076
+17,582
| +25% | +$443K | 0.45% | 48 |
|
2024
Q1 | $1.77M | Buy |
69,494
+32,342
| +87% | +$824K | 0.37% | 58 |
|
2023
Q4 | $960K | Buy |
+37,152
| New | +$960K | 0.21% | 95 |
|