Delap Wealth Advisory’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
2024
Q3
Sell
-15,892
Closed -$394K 86
2024
Q2
$394K Buy
+15,892
New +$394K 0.18% 61
2024
Q1
Sell
-15,892
Closed -$399K 264
2023
Q4
$399K Buy
+15,892
New +$399K 0.18% 60