Commonwealth Financial Services’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 | $9.53M | Buy |
374,757
+5,944
| +2% | +$151K | 1.83% | 13 |
|
2025
Q1 | $9.32M | Sell |
368,813
-1,076
| -0.3% | -$27.2K | 1.91% | 10 |
|
2024
Q4 | $9.21M | Buy |
369,889
+5,620
| +2% | +$140K | 1.81% | 15 |
|
2024
Q3 | $9.28M | Buy |
364,269
+19,378
| +6% | +$494K | 1.83% | 15 |
|
2024
Q2 | $8.56M | Buy |
344,891
+32,885
| +11% | +$816K | 1.76% | 18 |
|
2024
Q1 | $7.83M | Sell |
312,006
-826
| -0.3% | -$20.7K | 1.84% | 18 |
|
2023
Q4 | $7.85M | Buy |
312,832
+110,010
| +54% | +$2.76M | 1.85% | 18 |
|
2023
Q3 | $4.87M | Buy |
+202,822
| New | +$4.87M | 1.45% | 23 |
|