Keystone Wealth Services’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 | $326K | Buy |
12,808
+88
| +0.7% | +$2.24K | 0.08% | 222 |
|
|
2025
Q1 | $321K | Sell |
12,720
-2,225
| -15% | -$56.2K | 0.09% | 197 |
|
|
2024
Q4 | $372K | Sell |
14,945
-314
| -2% | -$7.82K | 0.1% | 179 |
|
|
2024
Q3 | $390K | Sell |
15,259
-1,854
| -11% | -$47.3K | 0.11% | 171 |
|
|
2024
Q2 | $424K | Sell |
17,113
-3,624
| -17% | -$89.8K | 0.13% | 141 |
|
|
2024
Q1 | $516K | Sell |
20,737
-3,782
| -15% | -$94.2K | 0.17% | 125 |
|
|
2023
Q4 | $615K | Buy |
24,519
+188
| +0.8% | +$4.72K | 0.21% | 104 |
|
|
2023
Q3 | $585K | Sell |
24,331
-1,251
| -5% | -$30.1K | 0.22% | 99 |
|
|
2023
Q2 | $627K | Buy |
25,582
+7,070
| +38% | +$173K | 0.23% | 95 |
|
|
2023
Q1 | $462K | Buy |
18,512
+4,801
| +35% | +$120K | 0.19% | 121 |
|
|
2022
Q4 | $333K | Buy |
+13,711
| New | +$333K | 0.15% | 134 |
|