Phillips Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $192K | Hold |
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|
2025
Q2 | $191K | Hold |
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|
2025
Q1 | $190K | Hold |
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|
2024
Q4 | $187K | Hold |
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|
2024
Q3 | $192K | Hold |
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|
2024
Q2 | $186K | Buy |
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|
2024
Q1 | $137K | Buy |
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|
2023
Q4 | $58K | Hold |
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|
2023
Q3 | $55.6K | Hold |
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|
2023
Q2 | $56.6K | Hold |
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|
2023
Q1 | $57.7K | Hold |
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|
2022
Q4 | $56.2K | Hold |
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|
2022
Q3 | $55K | Buy |
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