Cypress Wealth Services’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $336K | Hold |
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|
2025
Q2 | $335K | Hold |
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|
2025
Q1 | $333K | Hold |
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|
2024
Q4 | $328K | Sell |
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|
2024
Q3 | $368K | Hold |
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|
2024
Q2 | $357K | Hold |
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|
2024
Q1 | $359K | Hold |
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|
2023
Q4 | $362K | Buy |
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|
2023
Q3 | $266K | Hold |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $361K | Hold |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $374K | Hold |
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|
2022
Q2 | $394K | Hold |
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|
2022
Q1 | $416K | Hold |
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|
2021
Q4 | $446K | Hold |
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|
2021
Q3 | $452K | Hold |
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|
2021
Q2 | $456K | Buy |
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|
2021
Q1 | $340K | Buy |
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|
2020
Q4 | $302K | Buy |
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|
2020
Q3 | – | Hold |
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