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 |
|