Baron Silver Stevens Financial 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 | $1.24M | Buy |
48,774
+13,696
| +39% | +$348K | 0.2% | 53 |
|
|
2025
Q1 | $886K | Sell |
35,078
-1,359
| -4% | -$34.3K | 0.16% | 57 |
|
|
2024
Q4 | $907K | Buy |
36,437
+4,210
| +13% | +$105K | 0.15% | 57 |
|
|
2024
Q3 | $823K | Buy |
32,227
+317
| +1% | +$8.09K | 0.14% | 59 |
|
|
2024
Q2 | $790K | Buy |
31,910
+318
| +1% | +$7.88K | 0.15% | 58 |
|
|
2024
Q1 | $787K | Buy |
31,592
+3,315
| +12% | +$82.6K | 0.15% | 60 |
|
|
2023
Q4 | $709K | Buy |
+28,277
| New | +$709K | 0.15% | 55 |
|