Fortis Capital Management’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 | $1.58M | Sell |
62,321
-7,856
| -11% | -$200K | 0.25% | 65 |
|
|
2025
Q1 | $1.77M | Buy |
70,177
+14,146
| +25% | +$357K | 0.34% | 59 |
|
|
2024
Q4 | $1.4M | Sell |
56,031
-20,996
| -27% | -$523K | 0.26% | 66 |
|
|
2024
Q3 | $1.97M | Buy |
77,027
+7,235
| +10% | +$185K | 0.4% | 56 |
|
|
2024
Q2 | $1.73M | Buy |
69,792
+9,758
| +16% | +$242K | 0.37% | 54 |
|
|
2024
Q1 | $1.5M | Sell |
60,034
-7,682
| -11% | -$191K | 0.39% | 56 |
|
|
2023
Q4 | $1.7M | Buy |
67,716
+47,050
| +228% | +$1.18M | 0.43% | 47 |
|
|
2023
Q3 | $497K | Buy |
+20,666
| New | +$497K | 0.15% | 94 |
|