1900 Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
20,880
+240
| +1% | +$6.1K | 0.04% | 136 |
|
|
2025
Q1 | $521K | Buy |
20,640
+155
| +0.8% | +$3.92K | 0.04% | 134 |
|
|
2024
Q4 | $510K | Buy |
20,485
+315
| +2% | +$7.84K | 0.04% | 141 |
|
|
2024
Q3 | $515K | Buy |
20,170
+232
| +1% | +$5.92K | 0.04% | 142 |
|
|
2024
Q2 | $494K | Hold |
19,938
| – | – | 0.05% | 146 |
|
|
2024
Q1 | $497K | Hold |
19,938
| – | – | 0.05% | 154 |
|
|
2023
Q4 | $500K | Hold |
19,938
| – | – | 0.05% | 189 |
|
|
2023
Q3 | $479K | Buy |
19,938
+458
| +2% | +$11K | 0.05% | 196 |
|
|
2023
Q2 | $477K | Buy |
+19,480
| New | +$477K | 0.05% | 162 |
|