AIA
Arcadia Investment Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.51M | Sell |
256,019
-2,831
| -1% | -$72K | 3.37% | 14 |
|
|
2025
Q1 | $6.54M | Buy |
258,850
+9,338
| +4% | +$236K | 3.66% | 14 |
|
|
2024
Q4 | $6.21M | Buy |
249,512
+5,452
| +2% | +$136K | 3.39% | 15 |
|
|
2024
Q3 | $6.23M | Buy |
244,060
+8,180
| +3% | +$209K | 3.34% | 16 |
|
|
2024
Q2 | $5.84M | Sell |
235,880
-1,013
| -0.4% | -$25.1K | 3.32% | 16 |
|
|
2024
Q1 | $5.9M | Buy |
236,893
+722
| +0.3% | +$18K | 3.37% | 16 |
|
|
2023
Q4 | $5.93M | Buy |
236,171
+7,015
| +3% | +$176K | 3.57% | 14 |
|
|
2023
Q3 | $5.51M | Buy |
229,156
+867
| +0.4% | +$20.8K | 3.65% | 15 |
|
|
2023
Q2 | $5.59M | Buy |
228,289
+2,675
| +1% | +$65.5K | 3.67% | 14 |
|
|
2023
Q1 | $5.63M | Sell |
225,614
-11,426
| -5% | -$285K | 3.87% | 13 |
|
|
2022
Q4 | $5.76M | Buy |
237,040
+18,626
| +9% | +$452K | 4.02% | 12 |
|
|
2022
Q3 | $5.2M | Buy |
218,414
+6,530
| +3% | +$155K | 3.93% | 13 |
|
|
2022
Q2 | $5.29M | Buy |
211,884
+8,892
| +4% | +$222K | 3.88% | 12 |
|
|
2022
Q1 | $5.35M | Buy |
202,992
+17,705
| +10% | +$466K | 3.25% | 14 |
|
|
2021
Q4 | $5.24M | Buy |
185,287
+49,613
| +37% | +$1.4M | 2.68% | 16 |
|
|
2021
Q3 | $3.89M | Buy |
+135,674
| New | +$3.89M | 2.1% | 17 |
|