Avestar Capital’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-70,061
| Closed | -$1.85M | – | 299 |
|
2022
Q1 | $1.85M | Buy |
70,061
+10,046
| +17% | +$265K | 0.29% | 58 |
|
2021
Q4 | $1.7M | Sell |
60,015
-10,638
| -15% | -$301K | 0.21% | 64 |
|
2021
Q3 | $2.02M | Buy |
70,653
+15,472
| +28% | +$443K | 0.26% | 60 |
|
2021
Q2 | $1.6M | Buy |
55,181
+4,394
| +9% | +$127K | 0.21% | 81 |
|
2021
Q1 | $1.45M | Buy |
50,787
+6,643
| +15% | +$190K | 0.32% | 65 |
|
2020
Q4 | $1.3M | Buy |
44,144
+2,189
| +5% | +$64.7K | 0.36% | 52 |
|
2020
Q3 | $1.22M | Buy |
41,955
+4,002
| +11% | +$117K | 0.4% | 42 |
|
2020
Q2 | $1.1M | Buy |
37,953
+5,715
| +18% | +$165K | 0.48% | 48 |
|
2020
Q1 | $846K | Buy |
+32,238
| New | +$846K | 0.46% | 54 |
|