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
2026 Q2	$333K	Hold	13,171	–	–	0.04%	313
2026 Q1	$334K	Hold	13,171	–	–	0.05%	286
2025 Q4	$335K	Hold	13,171	–	–	0.05%	270
2025 Q3	$336K	Hold	13,171	–	–	0.06%	227
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%	-$31.5K	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%	+$81.4K	0.09%	171
2023 Q3	$266K	Hold	11,076	–	–	0.07%	196
2023 Q2	$272K	Sell	11,076 -3,394	-23%	-$84K	0.07%	194
2023 Q1	$361K	Hold	14,470	–	–	0.11%	162
2022 Q4	$351K	Sell	14,470 -1,309	-8%	-$31.5K	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%	+$108K	0.12%	146
2021 Q1	$340K	Buy	11,992 +1,773	+17%	+$51.2K	0.07%	203
2020 Q4	$302K	Buy	+10,219	New	+$299K	0.07%	204
2020 Q3	–	Hold	0	–	–	–	369