Cypress Wealth 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 | $335K | Hold |
13,171
| – | – | 0.06% | 215 |
|
|
2025
Q1 | $333K | Hold |
13,171
| – | – | 0.07% | 198 |
|
|
2024
Q4 | $328K | Sell |
13,171
-1,256
| -9% | -$31.3K | 0.07% | 197 |
|
|
2024
Q3 | $368K | Hold |
14,427
| – | – | 0.08% | 189 |
|
|
2024
Q2 | $357K | Hold |
14,427
| – | – | 0.08% | 176 |
|
|
2024
Q1 | $359K | Hold |
14,427
| – | – | 0.08% | 176 |
|
|
2023
Q4 | $362K | Buy |
14,427
+3,351
| +30% | +$84.1K | 0.09% | 171 |
|
|
2023
Q3 | $266K | Hold |
11,076
| – | – | 0.07% | 196 |
|
|
2023
Q2 | $272K | Sell |
11,076
-3,394
| -23% | -$83.4K | 0.07% | 194 |
|
|
2023
Q1 | $361K | Hold |
14,470
| – | – | 0.11% | 162 |
|
|
2022
Q4 | $351K | Sell |
14,470
-1,309
| -8% | -$31.8K | 0.11% | 160 |
|
|
2022
Q3 | $374K | Hold |
15,779
| – | – | 0.13% | 139 |
|
|
2022
Q2 | $394K | Hold |
15,779
| – | – | 0.13% | 141 |
|
|
2022
Q1 | $416K | Hold |
15,779
| – | – | 0.11% | 141 |
|
|
2021
Q4 | $446K | Hold |
15,779
| – | – | 0.12% | 132 |
|
|
2021
Q3 | $452K | Hold |
15,779
| – | – | 0.14% | 126 |
|
|
2021
Q2 | $456K | Buy |
15,779
+3,787
| +32% | +$109K | 0.12% | 146 |
|
|
2021
Q1 | $340K | Buy |
11,992
+1,773
| +17% | +$50.3K | 0.07% | 203 |
|
|
2020
Q4 | $302K | Buy |
+10,219
| New | +$302K | 0.07% | 204 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 104 |
|