Chesley Taft & Associates’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 | $2.01M | Buy |
79,150
+5,800
| +8% | +$147K | 0.09% | 149 |
|
|
2025
Q1 | $1.85M | Buy |
73,350
+5,400
| +8% | +$136K | 0.09% | 150 |
|
|
2024
Q4 | $1.69M | Buy |
67,950
+15,800
| +30% | +$393K | 0.08% | 156 |
|
|
2024
Q3 | $1.33M | Buy |
52,150
+8,100
| +18% | +$207K | 0.06% | 172 |
|
|
2024
Q2 | $1.09M | Buy |
44,050
+2,750
| +7% | +$68.1K | 0.05% | 184 |
|
|
2024
Q1 | $1.03M | Buy |
41,300
+15,400
| +59% | +$384K | 0.05% | 185 |
|
|
2023
Q4 | $650K | Buy |
25,900
+17,100
| +194% | +$429K | 0.04% | 217 |
|
|
2023
Q3 | $211K | Buy |
+8,800
| New | +$211K | 0.01% | 283 |
|