NewEdge 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 | $5.21M | Sell |
204,764
-22,542
| -10% | -$573K | 0.03% | 556 |
|
|
2025
Q1 | $5.74M | Sell |
227,306
-9,909
| -4% | -$250K | 0.03% | 466 |
|
|
2024
Q4 | $5.91M | Buy |
237,215
+41,554
| +21% | +$1.03M | 0.04% | 444 |
|
|
2024
Q3 | $5M | Buy |
195,661
+604
| +0.3% | +$15.4K | 0.03% | 469 |
|
|
2024
Q2 | $4.83M | Sell |
195,057
-23,511
| -11% | -$582K | 0.04% | 456 |
|
|
2024
Q1 | $5.44M | Sell |
218,568
-351,221
| -62% | -$8.75M | 0.05% | 366 |
|
|
2023
Q4 | $14.2M | Buy |
569,789
+391,480
| +220% | +$9.77M | 0.13% | 162 |
|
|
2023
Q3 | $4.28M | Buy |
178,309
+151,762
| +572% | +$3.65M | 0.05% | 360 |
|
|
2023
Q2 | $650K | Buy |
26,547
+2,313
| +10% | +$56.7K | 0.01% | 1059 |
|
|
2023
Q1 | $604K | Sell |
24,234
-248
| -1% | -$6.19K | 0.01% | 1027 |
|
|
2022
Q4 | $100K | Buy |
+24,482
| New | +$100K | ﹤0.01% | 1437 |
|