Seneca House 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 | $2.48M | Buy |
95,684
+5,840
| +7% | +$151K | 1.05% | 25 |
|
|
2025
Q1 | $2.3M | Buy |
89,844
+906
| +1% | +$23.2K | 0.98% | 26 |
|
|
2024
Q4 | $2.23M | Buy |
88,938
+9,352
| +12% | +$235K | 0.88% | 27 |
|
|
2024
Q3 | $2.1M | Buy |
79,586
+5,920
| +8% | +$156K | 0.89% | 29 |
|
|
2024
Q2 | $1.86M | Buy |
73,666
+35,962
| +95% | +$906K | 0.81% | 30 |
|
|
2024
Q1 | $961K | Buy |
+37,704
| New | +$961K | 0.42% | 38 |
|