Masso Torrence Wealth Management’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 | $813K | Hold |
31,995
| – | – | 0.38% | 46 |
|
|
2025
Q1 | $808K | Sell |
31,995
-22,129
| -41% | -$559K | 0.43% | 45 |
|
|
2024
Q4 | $1.35M | Buy |
54,124
+8,281
| +18% | +$206K | 0.71% | 30 |
|
|
2024
Q3 | $1.17M | Sell |
45,843
-15
| -0% | -$383 | 0.63% | 31 |
|
|
2024
Q2 | $1.14M | Buy |
45,858
+1,665
| +4% | +$41.2K | 0.63% | 35 |
|
|
2024
Q1 | $1.1M | Buy |
44,193
+6,662
| +18% | +$166K | 0.65% | 37 |
|
|
2023
Q4 | $942K | Buy |
37,531
+15,420
| +70% | +$387K | 0.64% | 36 |
|
|
2023
Q3 | $531K | Buy |
22,111
+685
| +3% | +$16.5K | 0.41% | 52 |
|
|
2023
Q2 | $525K | Buy |
21,426
+2,515
| +13% | +$61.6K | 0.38% | 53 |
|
|
2023
Q1 | $472K | Buy |
18,911
+1,140
| +6% | +$28.4K | 0.37% | 57 |
|
|
2022
Q4 | $432K | Buy |
+17,771
| New | +$432K | 0.34% | 59 |
|