Mutual Advisors’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 | $528K | Sell |
20,843
-1,033
| -5% | -$26.2K | 0.01% | 755 |
|
|
2025
Q1 | $553K | Buy |
21,876
+44
| +0.2% | +$1.11K | 0.02% | 672 |
|
|
2024
Q4 | $545K | Buy |
21,832
+410
| +2% | +$10.2K | 0.02% | 670 |
|
|
2024
Q3 | $540K | Buy |
21,422
+43
| +0.2% | +$1.08K | 0.02% | 675 |
|
|
2024
Q2 | $535K | Sell |
21,379
-1,316
| -6% | -$33K | 0.02% | 671 |
|
|
2024
Q1 | $565K | Buy |
22,695
+2,625
| +13% | +$65.4K | 0.02% | 656 |
|
|
2023
Q4 | $504K | Buy |
20,070
+11,134
| +125% | +$279K | 0.02% | 653 |
|
|
2023
Q3 | $215K | Hold |
8,936
| – | – | 0.01% | 894 |
|
|
2023
Q2 | $219K | Sell |
8,936
-33
| -0.4% | -$809 | 0.01% | 916 |
|
|
2023
Q1 | $224K | Sell |
8,969
-535
| -6% | -$13.3K | 0.01% | 882 |
|
|
2022
Q4 | $231K | Hold |
9,504
| – | – | 0.01% | 822 |
|
|
2022
Q3 | $226K | Hold |
9,504
| – | – | 0.01% | 791 |
|
|
2022
Q2 | $237K | Buy |
+9,504
| New | +$237K | 0.02% | 744 |
|