United Capital Financial 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 | $385K | Buy |
14,877
+5,437
| +58% | +$141K | ﹤0.01% | 843 |
|
|
2025
Q1 | $241K | Buy |
9,440
+1,032
| +12% | +$26.4K | ﹤0.01% | 947 |
|
|
2024
Q4 | $211K | Buy |
+8,408
| New | +$211K | ﹤0.01% | 994 |
|
|
2024
Q2 | – | Sell |
-20,167
| Closed | -$514K | – | 1061 |
|
|
2024
Q1 | $514K | Buy |
20,167
+494
| +3% | +$12.6K | ﹤0.01% | 725 |
|
|
2023
Q4 | $509K | Buy |
+19,673
| New | +$509K | ﹤0.01% | 720 |
|