Ironwood Financial’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.17M	Buy	243,639 +18,402	+8%	+$468K	1.08%	28
2025 Q4	$5.73M	Buy	225,237 +33,183	+17%	+$845K	0.97%	31
2025 Q3	$4.9M	Buy	192,054 +85,475	+80%	+$2.17M	0.87%	33
2025 Q2	$2.69M	Hold	106,579	–	–	0.58%	43
2025 Q1	$2.69M	Buy	106,579 +17,734	+20%	+$444K	0.58%	43
2024 Q4	$2.21M	Buy	88,845 +15,072	+20%	+$379K	0.46%	49
2024 Q3	$1.88M	Buy	73,773 +21,211	+40%	+$535K	0.4%	50
2024 Q2	$1.3M	Buy	52,562 +11,392	+28%	+$281K	0.29%	66
2024 Q1	$1.03M	Buy	41,170 +6,540	+19%	+$163K	0.24%	69
2023 Q4	$869K	Buy	34,630 +15,580	+82%	+$378K	0.21%	78
2023 Q3	$458K	Buy	+19,050	New	+$463K	0.12%	98