Creative Planning’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 | $4.54M | Sell |
178,508
-6,425
| -3% | -$163K | ﹤0.01% | 808 |
|
|
2025
Q1 | $4.67M | Sell |
184,933
-9,874
| -5% | -$249K | ﹤0.01% | 740 |
|
|
2024
Q4 | $4.85M | Buy |
194,807
+106,014
| +119% | +$2.64M | ﹤0.01% | 671 |
|
|
2024
Q3 | $2.27M | Buy |
88,793
+15,637
| +21% | +$399K | ﹤0.01% | 998 |
|
|
2024
Q2 | $1.81M | Buy |
73,156
+38,060
| +108% | +$943K | ﹤0.01% | 1039 |
|
|
2024
Q1 | $874K | Buy |
35,096
+11,664
| +50% | +$290K | ﹤0.01% | 1412 |
|
|
2023
Q4 | $588K | Buy |
23,432
+10,391
| +80% | +$261K | ﹤0.01% | 1590 |
|
|
2023
Q3 | $313K | Buy |
+13,041
| New | +$313K | ﹤0.01% | 1898 |
|