Instrumental Wealth’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 | $1.99M | Buy |
78,859
+2,067
| +3% | +$52.2K | 1.58% | 13 |
|
|
2025
Q1 | $1.94M | Buy |
76,792
+485
| +0.6% | +$12.3K | 1.76% | 12 |
|
|
2024
Q4 | $1.91M | Buy |
76,307
+4,571
| +6% | +$115K | 1.81% | 10 |
|
|
2024
Q3 | $1.81M | Buy |
71,736
+2,440
| +4% | +$61.7K | 1.77% | 11 |
|
|
2024
Q2 | $1.73M | Buy |
69,296
+6,177
| +10% | +$154K | 1.79% | 12 |
|
|
2024
Q1 | $1.55M | Buy |
63,119
+19,206
| +44% | +$473K | 0.68% | 15 |
|
|
2023
Q4 | $1.09M | Buy |
+43,913
| New | +$1.09M | 1.18% | 17 |
|