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Mendota Financial Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-26,416
Closed -$658K 214
2024
Q4
$658K Sell
26,416
-16,053
-38% -$400K 0.43% 23
2024
Q3
$1.08M Buy
42,469
+7,328
+21% +$187K 0.52% 17
2024
Q2
$870K Buy
35,141
+410
+1% +$10.2K 0.47% 21
2024
Q1
$865K Buy
34,731
+12,233
+54% +$305K 0.51% 24
2023
Q4
$564K Buy
+22,498
New +$564K 0.44% 34