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Steward Partners Investment Advisory’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Steward Partners Investment Advisory’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$202 Buy
+8
New +$204 ﹤0.01% 4310
2025
Q1 		– Sell
-379
Closed -$9.32K – 4079
2024
Q4 		$9.32K Sell
379
-1,715
-82% -$42.9K ﹤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% +$20K ﹤0.01% 1919
2023
Q2 		$31.1K Buy
+1,264
New +$31.3K ﹤0.01% 2076

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CAI
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SF
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SIC
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KA
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