Integrated Wealth Concepts’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 | $5.51M | Buy |
216,784
+40,066
| +23% | +$1.02M | 0.06% | 317 |
|
|
2025
Q1 | $4.46M | Buy |
176,718
+53,811
| +44% | +$1.36M | 0.05% | 347 |
|
|
2024
Q4 | $3.06M | Sell |
122,907
-5,115
| -4% | -$127K | 0.04% | 428 |
|
|
2024
Q3 | $3.27M | Buy |
128,022
+3,621
| +3% | +$92.4K | 0.04% | 400 |
|
|
2024
Q2 | $3.08M | Sell |
124,401
-14,127
| -10% | -$350K | 0.04% | 382 |
|
|
2024
Q1 | $3.45M | Sell |
138,528
-7,083
| -5% | -$176K | 0.05% | 352 |
|
|
2023
Q4 | $3.65M | Buy |
145,611
+2,691
| +2% | +$67.5K | 0.06% | 302 |
|
|
2023
Q3 | $3.43M | Sell |
142,920
-385
| -0.3% | -$9.25K | 0.06% | 295 |
|
|
2023
Q2 | $3.51M | Buy |
+143,305
| New | +$3.51M | 0.06% | 298 |
|