Evergreen Private Wealth’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 | $3.33M | Buy |
131,021
+7,031
| +6% | +$179K | 1.4% | 29 |
|
|
2025
Q1 | $3.13M | Buy |
123,990
+2,269
| +2% | +$57.3K | 1.46% | 30 |
|
|
2024
Q4 | $3.03M | Buy |
121,721
+2,477
| +2% | +$61.7K | 1.42% | 32 |
|
|
2024
Q3 | $3.04M | Buy |
119,244
+1,093
| +0.9% | +$27.9K | 1.41% | 30 |
|
|
2024
Q2 | $2.93M | Sell |
118,151
-995
| -0.8% | -$24.6K | 1.44% | 29 |
|
|
2024
Q1 | $2.97M | Buy |
119,146
+17,082
| +17% | +$425K | 1.49% | 29 |
|
|
2023
Q4 | $2.56M | Buy |
+102,064
| New | +$2.56M | 1.38% | 29 |
|