Keystone Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $289K | Sell |
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|
2025
Q2 | $326K | Buy |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $372K | Sell |
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|
2024
Q3 | $390K | Sell |
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|
2024
Q2 | $424K | Sell |
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|
2024
Q1 | $516K | Sell |
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|
2023
Q4 | $615K | Buy |
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|
2023
Q3 | $585K | Sell |
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|
2023
Q2 | $627K | Buy |
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|
2023
Q1 | $462K | Buy |
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|
2022
Q4 | $333K | Buy |
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