Lee Financial’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 | $735K | Hold |
28,900
| – | – | 0.11% | 85 |
|
|
2025
Q1 | $730K | Hold |
28,900
| – | – | 0.11% | 87 |
|
|
2024
Q4 | $720K | Hold |
28,900
| – | – | 0.1% | 98 |
|
|
2024
Q3 | $738K | Hold |
28,900
| – | – | 0.1% | 97 |
|
|
2024
Q2 | $716K | Hold |
28,900
| – | – | 0.12% | 89 |
|
|
2024
Q1 | $720K | Hold |
28,900
| – | – | 0.12% | 84 |
|
|
2023
Q4 | $725K | Hold |
28,900
| – | – | 0.13% | 79 |
|
|
2023
Q3 | $694K | Hold |
28,900
| – | – | 0.13% | 74 |
|
|
2023
Q2 | $708K | Hold |
28,900
| – | – | 0.12% | 74 |
|
|
2023
Q1 | $721K | Hold |
28,900
| – | – | 0.12% | 70 |
|
|
2022
Q4 | $702K | Hold |
28,900
| – | – | 0.12% | 80 |
|
|
2022
Q3 | $688K | Hold |
28,900
| – | – | 0.13% | 76 |
|
|
2022
Q2 | $721K | Hold |
28,900
| – | – | 0.13% | 77 |
|
|
2022
Q1 | $761K | Hold |
28,900
| – | – | 0.14% | 73 |
|
|
2021
Q4 | $818K | Hold |
28,900
| – | – | 0.15% | 69 |
|
|
2021
Q3 | $828K | Hold |
28,900
| – | – | 0.17% | 67 |
|
|
2021
Q2 | $835K | Buy |
28,900
+24,800
| +605% | +$717K | 0.18% | 68 |
|
|
2021
Q1 | $116K | Hold |
4,100
| – | – | 0.03% | 166 |
|
|
2020
Q4 | $121K | Buy |
+4,100
| New | +$121K | 0.03% | 142 |
|