Summitry LLC’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
Q2 | $26.6M | Buy |
1,053,450
+199,667
| +23% | +$5.05M | 1.21% | 33 |
|
|
2025
Q1 | $21.3M | Buy |
853,783
+40,076
| +5% | +$1M | 1.08% | 33 |
|
|
2024
Q4 | $20M | Sell |
813,707
-188,981
| -19% | -$4.65M | 0.98% | 33 |
|
|
2024
Q3 | $25.8M | Buy |
1,002,688
+10,262
| +1% | +$264K | 1.23% | 30 |
|
|
2024
Q2 | $24.4M | Sell |
992,426
-315,361
| -24% | -$7.75M | 1.26% | 29 |
|
|
2024
Q1 | $32.4M | Buy |
1,307,787
+47,661
| +4% | +$1.18M | 1.7% | 26 |
|
|
2023
Q4 | $31.8M | Buy |
+1,260,126
| New | +$31.8M | 1.85% | 26 |
|