Laurel Wealth Advisors (North Carolina)’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 | $143M | Buy |
3,634,900
+3,497,619
| +2,548% | +$138M | 2.05% | 12 |
|
|
2025
Q1 | $3.47M | Buy |
137,281
+6,878
| +5% | +$174K | 0.54% | 48 |
|
|
2024
Q4 | $3.25M | Buy |
130,403
+22,975
| +21% | +$572K | 0.51% | 50 |
|
|
2024
Q3 | $2.74M | Buy |
107,428
+13,600
| +14% | +$347K | 0.44% | 61 |
|
|
2024
Q2 | $2.32M | Buy |
93,828
+19,655
| +26% | +$487K | 0.4% | 66 |
|
|
2024
Q1 | $1.85M | Buy |
74,173
+21,773
| +42% | +$542K | 0.32% | 73 |
|
|
2023
Q4 | $1.31M | Buy |
52,400
+37,850
| +260% | +$950K | 0.25% | 84 |
|
|
2023
Q3 | $350K | Buy |
14,550
+11,650
| +402% | +$280K | 0.07% | 131 |
|
|
2023
Q2 | $71.1K | Hold |
2,900
| – | – | 0.01% | 252 |
|
|
2023
Q1 | $72.3K | Buy |
2,900
+2,500
| +625% | +$62.4K | 0.02% | 251 |
|
|
2022
Q4 | $9.72K | Buy |
+400
| New | +$9.72K | ﹤0.01% | 383 |
|