Segment Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Segment Wealth Management’s Portfolio IBDY Stock Details IBDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.24M	Buy
2025 Q2	$1.21M	Sell
2025 Q1	$1.2M	Buy
2024 Q4	$1.05M	Buy
2024 Q3	$250K	Hold
2024 Q2	$239K	Hold
2024 Q1	$242K	Buy