Legacy Private Trust’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
2023
Q3
Sell
-18,201
Closed -$446K 236
2023
Q2
$446K Sell
18,201
-613
-3% -$15K 0.04% 181
2023
Q1
$469K Buy
18,814
+801
+4% +$20K 0.04% 173
2022
Q4
$438K Sell
18,013
-12,251
-40% -$298K 0.04% 181
2022
Q3
$720K Sell
30,264
-6,506
-18% -$155K 0.07% 147
2022
Q2
$918K Buy
+36,770
New +$918K 0.08% 133