Mutual Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$480K	Sell	18,948 -1,885	-9%	-$47.9K	0.01%	901
2025 Q4	$530K	Sell	20,833 -55	-0.3%	-$1.4K	0.01%	848
2025 Q3	$534K	Buy	20,888 +45	+0.2%	+$1.14K	0.01%	826
2025 Q2	$528K	Sell	20,843 -1,033	-5%	-$26K	0.01%	755
2025 Q1	$553K	Buy	21,876 +44	+0.2%	+$1.1K	0.02%	672
2024 Q4	$545K	Buy	21,832 +410	+2%	+$10.3K	0.02%	671
2024 Q3	$540K	Buy	21,422 +43	+0.2%	+$1.08K	0.02%	675
2024 Q2	$535K	Sell	21,379 -1,316	-6%	-$32.4K	0.02%	671
2024 Q1	$565K	Buy	22,695 +2,625	+13%	+$65.3K	0.02%	656
2023 Q4	$504K	Buy	20,070 +11,134	+125%	+$270K	0.02%	654
2023 Q3	$215K	Hold	8,936	–	–	0.01%	895
2023 Q2	$219K	Sell	8,936 -33	-0.4%	-$817	0.01%	917
2023 Q1	$224K	Sell	8,969 -535	-6%	-$13.2K	0.01%	883
2022 Q4	$231K	Hold	9,504	–	–	0.01%	823
2022 Q3	$226K	Hold	9,504	–	–	0.01%	793
2022 Q2	$237K	Buy	+9,504	New	+$241K	0.02%	745