FMWA
Forvis Mazars Wealth 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 | $1.21M | Hold |
47,788
| – | – | 0.03% | 190 |
|
|
2025
Q1 | $1.21M | Buy |
47,788
+9,350
| +24% | +$236K | 0.03% | 192 |
|
|
2024
Q4 | $957K | Hold |
38,438
| – | – | 0.02% | 227 |
|
|
2024
Q3 | $981K | Buy |
38,438
+25,278
| +192% | +$645K | 0.02% | 232 |
|
|
2024
Q2 | $326K | Buy |
+13,160
| New | +$326K | 0.01% | 343 |
|