Klingman & Associates’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 | $28.3M | Buy |
1,113,518
+14,685
| +1% | +$373K | 1.56% | 19 |
|
|
2025
Q1 | $27.8M | Buy |
1,098,833
+11,649
| +1% | +$294K | 1.7% | 17 |
|
|
2024
Q4 | $27.1M | Buy |
1,087,184
+27,402
| +3% | +$682K | 1.66% | 16 |
|
|
2024
Q3 | $27.1M | Buy |
1,059,782
+2,391
| +0.2% | +$61K | 1.68% | 17 |
|
|
2024
Q2 | $26.2M | Sell |
1,057,391
-38,374
| -4% | -$951K | 1.77% | 15 |
|
|
2024
Q1 | $27.3M | Buy |
1,095,765
+22,849
| +2% | +$569K | 1.89% | 15 |
|
|
2023
Q4 | $26.9M | Buy |
1,072,916
+35,474
| +3% | +$890K | 1.98% | 13 |
|
|
2023
Q3 | $24.9M | Buy |
1,037,442
+24,320
| +2% | +$584K | 2.02% | 12 |
|
|
2023
Q2 | $24.8M | Buy |
1,013,122
+19,338
| +2% | +$474K | 2% | 13 |
|
|
2023
Q1 | $24.8M | Buy |
993,784
+50,713
| +5% | +$1.26M | 2.13% | 12 |
|
|
2022
Q4 | $22.9M | Buy |
943,071
+305,601
| +48% | +$7.42M | 2.01% | 17 |
|
|
2022
Q3 | $15.2M | Buy |
637,470
+158,203
| +33% | +$3.76M | 1.49% | 23 |
|
|
2022
Q2 | $12M | Buy |
+479,267
| New | +$12M | 1.17% | 22 |
|