Cooper/Haims 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 | $209K | Hold |
8,230
| – | – | 0.1% | 78 |
|
2025
Q1 | $208K | Hold |
8,230
| – | – | 0.11% | 73 |
|
2024
Q4 | $205K | Hold |
8,230
| – | – | 0.12% | 75 |
|
2024
Q3 | $210K | Hold |
8,230
| – | – | 0.12% | 79 |
|
2024
Q2 | $204K | Hold |
8,230
| – | – | 0.11% | 79 |
|
2024
Q1 | $205K | Hold |
8,230
| – | – | 0.12% | 76 |
|
2023
Q4 | $206K | Buy |
+8,230
| New | +$206K | 0.12% | 74 |
|