Segment Wealth Management’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 | $1.21M | Sell |
46,715
-385
| -0.8% | -$9.97K | 0.08% | 140 |
|
|
2025
Q1 | $1.2M | Buy |
47,100
+5,260
| +13% | +$134K | 0.08% | 138 |
|
|
2024
Q4 | $1.05M | Buy |
41,840
+32,360
| +341% | +$812K | 0.07% | 145 |
|
|
2024
Q3 | $250K | Hold |
9,480
| – | – | 0.02% | 239 |
|
|
2024
Q2 | $239K | Hold |
9,480
| – | – | 0.02% | 236 |
|
|
2024
Q1 | $242K | Buy |
+9,480
| New | +$242K | 0.02% | 230 |
|