Autumn Glory Partners’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 | $682K | Buy |
26,818
+31
| +0.1% | +$788 | 0.32% | 84 |
|
|
2025
Q1 | $677K | Buy |
26,787
+2,000
| +8% | +$50.5K | 0.34% | 87 |
|
|
2024
Q4 | $617K | Sell |
24,787
-82
| -0.3% | -$2.04K | 0.3% | 85 |
|
|
2024
Q3 | $635K | Hold |
24,869
| – | – | 0.24% | 107 |
|
|
2024
Q2 | $616K | Buy |
24,869
+4,026
| +19% | +$99.7K | 0.31% | 85 |
|
|
2024
Q1 | $519K | Hold |
20,843
| – | – | 0.25% | 90 |
|
|
2023
Q4 | $522K | Buy |
20,843
+681
| +3% | +$17.1K | 0.3% | 87 |
|
|
2023
Q3 | $484K | Buy |
20,162
+5,577
| +38% | +$134K | 0.3% | 85 |
|
|
2023
Q2 | $357K | Buy |
+14,585
| New | +$357K | 0.26% | 91 |
|