KTM
Keeler Thomas Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.25M | Sell |
167,249
-20,417
| -11% | -$519K | 1.83% | 16 |
|
2025
Q1 | $4.74M | Sell |
187,666
-58,406
| -24% | -$1.48M | 2.32% | 11 |
|
2024
Q4 | $6.13M | Sell |
246,072
-17,056
| -6% | -$425K | 2.18% | 12 |
|
2024
Q3 | $6.72M | Sell |
263,128
-3,186
| -1% | -$81.3K | 2.12% | 11 |
|
2024
Q2 | $6.6M | Sell |
266,314
-3,049
| -1% | -$75.6K | 2.25% | 10 |
|
2024
Q1 | $6.71M | Buy |
269,363
+7,521
| +3% | +$187K | 2.3% | 9 |
|
2023
Q4 | $6.57M | Buy |
261,842
+8,851
| +3% | +$222K | 2.59% | 8 |
|
2023
Q3 | $6.22M | Buy |
252,991
+16,309
| +7% | +$401K | 2.3% | 10 |
|
2023
Q2 | $5.8M | Buy |
236,682
+52,983
| +29% | +$1.3M | 2.34% | 13 |
|
2023
Q1 | $4.58M | Buy |
183,699
+146,661
| +396% | +$3.66M | 2.15% | 15 |
|
2022
Q4 | $900K | Buy |
+37,038
| New | +$900K | 0.45% | 51 |
|