Chicago Partners Investment Group’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 | $295K | Hold |
11,635
| – | – | 0.01% | 850 |
|
2025
Q1 | $293K | Hold |
11,635
| – | – | 0.01% | 695 |
|
2024
Q4 | $290K | Hold |
11,635
| – | – | 0.01% | 674 |
|
2024
Q3 | $293K | Hold |
11,635
| – | – | 0.01% | 631 |
|
2024
Q2 | $291K | Buy |
11,635
+135
| +1% | +$3.38K | 0.01% | 601 |
|
2024
Q1 | $282K | Hold |
11,500
| – | – | 0.01% | 589 |
|
2023
Q4 | $287K | Buy |
+11,500
| New | +$287K | 0.01% | 550 |
|