IFP Advisors’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 | $5.89M | Sell |
231,785
-898
| -0.4% | -$22.8K | 0.17% | 126 |
|
|
2025
Q1 | $5.88M | Buy |
232,683
+33,385
| +17% | +$843K | 0.18% | 115 |
|
|
2024
Q4 | $4.96M | Buy |
199,298
+3,601
| +2% | +$89.7K | 0.16% | 138 |
|
|
2024
Q3 | $5M | Buy |
195,697
+3,926
| +2% | +$100K | 0.18% | 121 |
|
|
2024
Q2 | $4.75M | Buy |
191,771
+17,150
| +10% | +$425K | 0.19% | 116 |
|
|
2024
Q1 | $4.35M | Buy |
174,621
+9,381
| +6% | +$234K | 0.19% | 112 |
|
|
2023
Q4 | $4.15M | Buy |
165,240
+142,021
| +612% | +$3.56M | 0.2% | 108 |
|
|
2023
Q3 | $558K | Sell |
23,219
-39,329
| -63% | -$945K | 0.03% | 552 |
|
|
2023
Q2 | $1.53M | Sell |
62,548
-39,231
| -39% | -$961K | 0.06% | 314 |
|
|
2023
Q1 | $2.55M | Buy |
101,779
+12,673
| +14% | +$317K | 0.11% | 189 |
|
|
2022
Q4 | $2.23M | Buy |
+89,106
| New | +$2.23M | 0.06% | 347 |
|