Phillips Financial Management’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 | $191K | Hold |
7,523
| – | – | 0.01% | 186 |
|
|
2025
Q1 | $190K | Hold |
7,523
| – | – | 0.01% | 180 |
|
|
2024
Q4 | $187K | Hold |
7,523
| – | – | 0.01% | 176 |
|
|
2024
Q3 | $192K | Hold |
7,523
| – | – | 0.01% | 184 |
|
|
2024
Q2 | $186K | Buy |
7,523
+2,014
| +37% | +$49.9K | 0.02% | 185 |
|
|
2024
Q1 | $137K | Buy |
5,509
+3,197
| +138% | +$79.6K | 0.01% | 191 |
|
|
2023
Q4 | $58K | Hold |
2,312
| – | – | 0.01% | 192 |
|
|
2023
Q3 | $55.6K | Hold |
2,312
| – | – | 0.01% | 185 |
|
|
2023
Q2 | $56.6K | Hold |
2,312
| – | – | 0.01% | 184 |
|
|
2023
Q1 | $57.7K | Hold |
2,312
| – | – | 0.01% | 187 |
|
|
2022
Q4 | $56.2K | Hold |
2,312
| – | – | 0.01% | 175 |
|
|
2022
Q3 | $55K | Buy |
+2,312
| New | +$55K | 0.01% | 169 |
|