CAPTRUST Financial Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
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2025
Q1 | $11.5M | Buy |
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|
2024
Q4 | $9.87M | Buy |
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|
2024
Q3 | $7.65M | Buy |
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|
2024
Q2 | $6.8M | Buy |
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|
2024
Q1 | $5.38M | Buy |
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|
2023
Q4 | $3.75M | Buy |
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|
2023
Q3 | $1.24M | Sell |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $3.58M | Sell |
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|
2022
Q2 | $3.91M | Buy |
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|
2022
Q1 | $3.58M | Buy |
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|
2021
Q4 | $3.81M | Buy |
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|
2021
Q3 | $3.45M | Sell |
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|
2021
Q2 | $3.94M | Sell |
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|
2021
Q1 | $4.93M | Buy |
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|
2020
Q4 | $4.97M | Buy |
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|
2020
Q3 | $4.29M | Buy |
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|
2020
Q2 | $4.13M | Buy |
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|
2020
Q1 | $435K | Sell |
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|
2019
Q4 | $469K | Buy |
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