Stonebrook Private’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 | $2.22M | Buy |
85,746
+1,874
| +2% | +$48.5K | 0.52% | 52 |
|
2025
Q1 | $2.14M | Buy |
83,872
+5,567
| +7% | +$142K | 0.56% | 51 |
|
2024
Q4 | $1.97M | Buy |
78,305
+7,067
| +10% | +$177K | 0.51% | 54 |
|
2024
Q3 | $1.88M | Buy |
71,238
+21,473
| +43% | +$567K | 0.5% | 56 |
|
2024
Q2 | $1.25M | Buy |
49,765
+11,808
| +31% | +$298K | 0.36% | 71 |
|
2024
Q1 | $967K | Buy |
37,957
+15,654
| +70% | +$399K | 0.28% | 73 |
|
2023
Q4 | $577K | Buy |
+22,303
| New | +$577K | 0.19% | 99 |
|