Cherry Tree 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 | $5.55M | Sell |
218,398
-1,328
| -0.6% | -$33.8K | 1.29% | 23 |
|
|
2025
Q1 | $5.55M | Buy |
219,726
+9,749
| +5% | +$246K | 1.34% | 22 |
|
|
2024
Q4 | $5.23M | Buy |
209,977
+32,115
| +18% | +$800K | 1.29% | 25 |
|
|
2024
Q3 | $4.54M | Buy |
177,862
+20,481
| +13% | +$523K | 1.08% | 28 |
|
|
2024
Q2 | $3.9M | Buy |
157,381
+18,479
| +13% | +$458K | 0.98% | 28 |
|
|
2024
Q1 | $3.46M | Buy |
138,902
+38,251
| +38% | +$953K | 0.87% | 31 |
|
|
2023
Q4 | $2.53M | Buy |
100,651
+95,109
| +1,716% | +$2.39M | 0.67% | 36 |
|
|
2023
Q3 | $133K | Hold |
5,542
| – | – | 0.04% | 165 |
|
|
2023
Q2 | $136K | Buy |
+5,542
| New | +$136K | 0.04% | 166 |
|