Godshalk Welsh 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
$1.87M Buy
73,750
+16,000
+28% +$407K 1.15% 24
2025
Q1
$1.46M Buy
57,750
+16,150
+39% +$408K 0.95% 31
2024
Q4
$1.04M Buy
41,600
+32,900
+378% +$819K 0.67% 51
2024
Q3
$222K Buy
+8,700
New +$222K 0.14% 117