Cabot 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 | $1.88M | Buy |
73,823
+1,910
| +3% | +$48.6K | 0.22% | 82 |
|
|
2025
Q1 | $1.82M | Buy |
71,913
+6,138
| +9% | +$155K | 0.23% | 79 |
|
|
2024
Q4 | $1.64M | Buy |
65,775
+308
| +0.5% | +$7.67K | 0.21% | 82 |
|
|
2024
Q3 | $1.67M | Buy |
65,467
+32,932
| +101% | +$841K | 0.21% | 86 |
|
|
2024
Q2 | $806K | Buy |
32,535
+8,389
| +35% | +$208K | 0.11% | 105 |
|
|
2024
Q1 | $601K | Buy |
24,146
+2,257
| +10% | +$56.2K | 0.08% | 108 |
|
|
2023
Q4 | $549K | Buy |
21,889
+1,019
| +5% | +$25.6K | 0.08% | 106 |
|
|
2023
Q3 | $502K | Buy |
20,870
+4,070
| +24% | +$97.9K | 0.08% | 109 |
|
|
2023
Q2 | $412K | Buy |
16,800
+639
| +4% | +$15.7K | 0.06% | 119 |
|
|
2023
Q1 | $403K | Buy |
16,161
+350
| +2% | +$8.73K | 0.06% | 114 |
|
|
2022
Q4 | $384K | Buy |
15,811
+1,324
| +9% | +$32.2K | 0.06% | 116 |
|
|
2022
Q3 | $345K | Buy |
14,487
+312
| +2% | +$7.43K | 0.06% | 126 |
|
|
2022
Q2 | $354K | Buy |
14,175
+744
| +6% | +$18.6K | 0.06% | 130 |
|
|
2022
Q1 | $354K | Buy |
+13,431
| New | +$354K | 0.05% | 133 |
|