Austin Private Wealth’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 | $1.04M | Buy |
40,988
+3,719
| +10% | +$94.5K | 0.08% | 108 |
|
|
2025
Q1 | $941K | Buy |
37,269
+1,333
| +4% | +$33.7K | 0.08% | 104 |
|
|
2024
Q4 | $895K | Buy |
35,936
+930
| +3% | +$23.2K | 0.08% | 95 |
|
|
2024
Q3 | $894K | Buy |
35,006
+2,282
| +7% | +$58.3K | 0.09% | 84 |
|
|
2024
Q2 | $811K | Buy |
32,724
+10,106
| +45% | +$250K | 0.09% | 86 |
|
|
2024
Q1 | $559K | Buy |
22,618
+10,555
| +87% | +$261K | 0.06% | 113 |
|
|
2023
Q4 | $303K | Buy |
+12,063
| New | +$303K | 0.04% | 154 |
|