Clearstead Advisors’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	$1.23M	Buy	48,418 +2,321	+5%	+$59K	0.02%	397
2025 Q1	$1.16M	Buy	46,097 +604	+1%	+$15.3K	0.02%	377
2024 Q4	$1.13M	Buy	45,493 +35,208	+342%	+$877K	0.02%	388
2024 Q3	$263K	Hold	10,285	–	–	﹤0.01%	764
2024 Q2	$255K	Buy	+10,285	New	+$255K	﹤0.01%	736