BWM
BCS Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,593
| Closed | -$470K | – | 269 |
|
|
2025
Q1 | $470K | Hold |
18,593
| – | – | 0.12% | 154 |
|
|
2024
Q4 | $463K | Hold |
18,593
| – | – | 0.12% | 154 |
|
|
2024
Q3 | $475K | Hold |
18,593
| – | – | 0.2% | 100 |
|
|
2024
Q2 | $461K | Hold |
18,593
| – | – | 0.22% | 90 |
|
|
2024
Q1 | $463K | Buy |
18,593
+9,988
| +116% | +$249K | 0.15% | 140 |
|
|
2023
Q4 | $216K | Buy |
+8,605
| New | +$216K | 0.08% | 210 |
|