Bartlett & Co Wealth Management’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 | $12.7K | Hold |
500
| – | – | ﹤0.01% | 890 |
|
|
2025
Q1 | $12.6K | Sell |
500
-100
| -17% | -$2.53K | ﹤0.01% | 892 |
|
|
2024
Q4 | $14.9K | Hold |
600
| – | – | ﹤0.01% | 854 |
|
|
2024
Q3 | $15.3K | Hold |
600
| – | – | ﹤0.01% | 854 |
|
|
2024
Q2 | $14.9K | Hold |
600
| – | – | ﹤0.01% | 862 |
|
|
2024
Q1 | $14.9K | Hold |
600
| – | – | ﹤0.01% | 864 |
|
|
2023
Q4 | $15.1K | Hold |
600
| – | – | ﹤0.01% | 933 |
|
|
2023
Q3 | $14.4K | Hold |
600
| – | – | ﹤0.01% | 878 |
|
|
2023
Q2 | $14.7K | Buy |
+600
| New | +$14.7K | ﹤0.01% | 867 |
|