DSA
Droms Strauss Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
168,983
+6,801
| +4% | +$173K | 1.32% | 17 |
|
|
2025
Q1 | $4.1M | Buy |
162,182
+17,252
| +12% | +$436K | 1.41% | 17 |
|
|
2024
Q4 | $3.61M | Buy |
144,930
+16,093
| +12% | +$401K | 1.18% | 21 |
|
|
2024
Q3 | $3.29M | Buy |
128,837
+5,952
| +5% | +$152K | 1.16% | 20 |
|
|
2024
Q2 | $3.04M | Buy |
122,885
+12,717
| +12% | +$315K | 1.1% | 20 |
|
|
2024
Q1 | $2.74M | Buy |
110,168
+49,562
| +82% | +$1.23M | 1% | 19 |
|
|
2023
Q4 | $1.52M | Buy |
+60,606
| New | +$1.52M | 0.59% | 28 |
|