Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,700
| Closed | -$67K | – | 2279 |
|
|
2022
Q2 | $67K | Hold |
2,700
| – | – | ﹤0.01% | 1160 |
|
|
2022
Q1 | $71K | Hold |
2,700
| – | – | ﹤0.01% | 1221 |
|
|
2021
Q4 | $76K | Hold |
2,700
| – | – | ﹤0.01% | 1286 |
|
|
2021
Q3 | $77K | Hold |
2,700
| – | – | ﹤0.01% | 1271 |
|
|
2021
Q2 | $77K | Hold |
2,700
| – | – | ﹤0.01% | 1274 |
|
|
2021
Q1 | $77K | Hold |
2,700
| – | – | ﹤0.01% | 1407 |
|
|
2020
Q4 | $76K | Hold |
2,700
| – | – | ﹤0.01% | 1255 |
|
|
2020
Q3 | $78K | Buy |
+2,700
| New | +$78K | ﹤0.01% | 1053 |
|