GWA
Gratus 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 | $31.3M | Buy |
1,233,106
+21,202
| +2% | +$539K | 4.75% | 10 |
|
|
2025
Q1 | $30.6M | Buy |
1,211,904
+53,088
| +5% | +$1.34M | 5.02% | 8 |
|
|
2024
Q4 | $28.9M | Buy |
1,158,816
+32,491
| +3% | +$809K | 4.62% | 8 |
|
|
2024
Q3 | $28.4M | Buy |
1,126,325
+48,575
| +5% | +$1.23M | 4.64% | 7 |
|
|
2024
Q2 | $26.9M | Buy |
1,077,750
+31,295
| +3% | +$780K | 4.63% | 7 |
|
|
2024
Q1 | $25.6M | Buy |
1,046,455
+989,168
| +1,727% | +$24.2M | 4.7% | 8 |
|
|
2023
Q4 | $1.44M | Buy |
+57,287
| New | +$1.44M | 0.28% | 44 |
|