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

Montis Financial’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$245K Sell
9,636
-634
-6% -$16.1K 0.07% 121
2025
Q1 		$259K Buy
10,270
+115
+1% +$2.91K 0.08% 119
2024
Q4 		$253K Buy
+10,155
New +$253K 0.08% 121