Foundation Wealth Management (Missouri)’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 | $1.59M | Buy |
62,435
+19
| +0% | +$483 | 1.11% | 18 |
|
|
2025
Q1 | $1.58M | Buy |
62,416
+3,400
| +6% | +$85.9K | 1.24% | 18 |
|
|
2024
Q4 | $1.47M | Buy |
59,016
+1,398
| +2% | +$34.8K | 1.14% | 18 |
|
|
2024
Q3 | $1.47M | Buy |
57,618
+987
| +2% | +$25.2K | 1.12% | 19 |
|
|
2024
Q2 | $1.4M | Buy |
56,631
+1,139
| +2% | +$28.2K | 1.1% | 19 |
|
|
2024
Q1 | $1.38M | Buy |
55,492
+4,416
| +9% | +$110K | 1.13% | 19 |
|
|
2023
Q4 | $1.28M | Buy |
51,076
+2,185
| +4% | +$54.8K | 1.15% | 20 |
|
|
2023
Q3 | $1.17M | Sell |
48,891
-3,689
| -7% | -$88.6K | 1.17% | 21 |
|
|
2023
Q2 | $1.29M | Sell |
52,580
-889
| -2% | -$21.8K | 1.26% | 19 |
|
|
2023
Q1 | $1.33M | Sell |
53,469
-9,088
| -15% | -$227K | 1.37% | 19 |
|
|
2022
Q4 | $1.52M | Buy |
+62,557
| New | +$1.52M | 1.54% | 19 |
|