Houlihan Financial Resource Group’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 | $5.2M | Buy |
204,720
+1,353
| +0.7% | +$34.3K | 2.15% | 15 |
|
|
2025
Q1 | $5.14M | Sell |
203,367
-3,799
| -2% | -$96K | 2.31% | 15 |
|
|
2024
Q4 | $5.16M | Buy |
207,166
+14,552
| +8% | +$362K | 2.2% | 16 |
|
|
2024
Q3 | $4.92M | Buy |
192,614
+29,405
| +18% | +$751K | 2.03% | 17 |
|
|
2024
Q2 | $4.04M | Buy |
163,209
+10,740
| +7% | +$266K | 2.76% | 13 |
|
|
2024
Q1 | $3.8M | Buy |
152,469
+39,550
| +35% | +$985K | 1.7% | 20 |
|
|
2023
Q4 | $2.83M | Buy |
112,919
+77,990
| +223% | +$1.96M | 1.37% | 27 |
|
|
2023
Q3 | $833K | Buy |
+34,929
| New | +$833K | 0.45% | 42 |
|