Annis Gardner Whiting Capital Advisors’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 | $60.9K | Buy |
2,395
+995
| +71% | +$25.3K | 0.02% | 383 |
|
|
2025
Q1 | $35.4K | Hold |
1,400
| – | – | 0.02% | 385 |
|
|
2024
Q4 | $34.9K | Hold |
1,400
| – | – | 0.01% | 382 |
|
|
2024
Q3 | $35.7K | Hold |
1,400
| – | – | 0.01% | 400 |
|
|
2024
Q2 | $34.7K | Hold |
1,400
| – | – | 0.01% | 465 |
|
|
2024
Q1 | $34.9K | Hold |
1,400
| – | – | 0.01% | 448 |
|
|
2023
Q4 | $35.1K | Hold |
1,400
| – | – | 0.02% | 341 |
|
|
2023
Q3 | $33.6K | Buy |
+1,400
| New | +$33.6K | 0.02% | 331 |
|