Wealth Enhancement Advisory Services’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 | $1.31M | Buy |
50,686
+4,369
| +9% | +$113K | ﹤0.01% | 1590 |
|
|
2025
Q1 | $1.18M | Buy |
46,317
+16,708
| +56% | +$427K | ﹤0.01% | 1516 |
|
|
2024
Q4 | $743K | Buy |
29,609
+1,016
| +4% | +$25.5K | ﹤0.01% | 1705 |
|
|
2024
Q3 | $755K | Buy |
28,593
+6,323
| +28% | +$167K | ﹤0.01% | 1558 |
|
|
2024
Q2 | $561K | Buy |
22,270
+5,793
| +35% | +$146K | ﹤0.01% | 1581 |
|
|
2024
Q1 | $420K | Buy |
+16,477
| New | +$420K | ﹤0.01% | 1695 |
|