Great Diamond Partners’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 | $3.59M | Buy |
141,297
+3,360
| +2% | +$85.4K | 0.76% | 30 |
|
|
2025
Q1 | $3.48M | Buy |
137,937
+4,029
| +3% | +$102K | 0.95% | 26 |
|
|
2024
Q4 | $3.33M | Buy |
133,908
+732
| +0.5% | +$18.2K | 0.86% | 32 |
|
|
2024
Q3 | $3.4M | Sell |
133,176
-44
| -0% | -$1.12K | 0.86% | 31 |
|
|
2024
Q2 | $3.3M | Sell |
133,220
-4,041
| -3% | -$100K | 0.78% | 38 |
|
|
2024
Q1 | $3.42M | Buy |
137,261
+4,055
| +3% | +$101K | 0.79% | 36 |
|
|
2023
Q4 | $3.34M | Sell |
133,206
-1,972
| -1% | -$49.5K | 0.82% | 29 |
|
|
2023
Q3 | $3.25M | Sell |
135,178
-499
| -0.4% | -$12K | 0.88% | 26 |
|
|
2023
Q2 | $3.32M | Buy |
135,677
+905
| +0.7% | +$22.2K | 0.88% | 28 |
|
|
2023
Q1 | $3.36M | Buy |
+134,772
| New | +$3.36M | 0.97% | 27 |
|