LifePlan 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
$2.6M Sell
102,340
-1,205
-1% -$30.6K 2.16% 9
2025
Q1
$2.62M Buy
103,545
+3,251
+3% +$82.1K 2.28% 8
2024
Q4
$2.5M Buy
100,294
+1,808
+2% +$45K 2.21% 11
2024
Q3
$2.51M Buy
98,486
+1,480
+2% +$37.8K 2.16% 9
2024
Q2
$2.4M Buy
97,006
+2,065
+2% +$51.2K 2.21% 8
2024
Q1
$2.36M Buy
94,941
+3,471
+4% +$86.4K 2.17% 8
2023
Q4
$2.29M Buy
+91,470
New +$2.29M 2.3% 8