Coldstream Capital 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 | $1.86M | Sell |
73,304
-5,534
| -7% | -$141K | 0.03% | 295 |
|
|
2025
Q1 | $1.99M | Buy |
78,838
+5,406
| +7% | +$137K | 0.04% | 252 |
|
|
2024
Q4 | $1.83M | Sell |
73,432
-4,681
| -6% | -$117K | 0.04% | 260 |
|
|
2024
Q3 | $1.99M | Hold |
78,113
| – | – | 0.04% | 240 |
|
|
2024
Q2 | $1.93M | Buy |
78,113
+5,621
| +8% | +$139K | 0.05% | 213 |
|
|
2024
Q1 | $1.81M | Buy |
72,492
+11,456
| +19% | +$285K | 0.05% | 222 |
|
|
2023
Q4 | $1.53M | Buy |
61,036
+34,432
| +129% | +$864K | 0.04% | 224 |
|
|
2023
Q3 | $639K | Buy |
+26,604
| New | +$639K | 0.02% | 349 |
|