Steward Partners Investment Advisory’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-379
| Closed | -$9.32K | – | 4079 |
|
2024
Q4 | $9.32K | Sell |
379
-1,715
| -82% | -$42.2K | ﹤0.01% | 3126 |
|
2024
Q3 | $53.8K | Hold |
2,094
| – | – | ﹤0.01% | 2200 |
|
2024
Q2 | $51.4K | Hold |
2,094
| – | – | ﹤0.01% | 2089 |
|
2024
Q1 | $52K | Hold |
2,094
| – | – | ﹤0.01% | 2091 |
|
2023
Q4 | $52.8K | Hold |
2,094
| – | – | ﹤0.01% | 1965 |
|
2023
Q3 | $49.2K | Buy |
2,094
+830
| +66% | +$19.5K | ﹤0.01% | 1919 |
|
2023
Q2 | $31.1K | Buy |
+1,264
| New | +$31.1K | ﹤0.01% | 2076 |
|