Redwood Financial Network’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	$614K	Buy	24,226 +719	+3%	+$18.3K	0.4%	71
2025 Q4	$598K	Buy	23,507 +744	+3%	+$19K	0.38%	77
2025 Q3	$581K	Buy	22,763 +2,531	+13%	+$64.3K	0.37%	82
2025 Q2	$514K	Buy	20,232 +1,281	+7%	+$32.3K	0.35%	89
2025 Q1	$479K	Buy	18,951 +1,256	+7%	+$31.5K	0.36%	83
2024 Q4	$441K	Buy	17,695 +3,834	+28%	+$96.3K	0.33%	91
2024 Q3	$354K	Buy	13,861 +1,442	+12%	+$36.4K	0.28%	103
2024 Q2	$308K	Buy	12,419 +2,651	+27%	+$65.4K	0.26%	113
2024 Q1	$243K	Buy	9,768 +1,195	+14%	+$29.7K	0.21%	124
2023 Q4	$215K	Sell	8,573 -1,508	-15%	-$36.6K	0.21%	128
2023 Q3	$242K	Sell	10,081 -2,849	-22%	-$69.3K	0.26%	118
2023 Q2	$317K	Buy	12,930 +123	+1%	+$3.04K	0.3%	103
2023 Q1	$319K	Buy	12,807 +2,649	+26%	+$65.4K	0.32%	100
2022 Q4	$247K	Buy	10,158 +118	+1%	+$2.84K	0.28%	112
2022 Q3	$239K	Buy	10,040 +74	+0.7%	+$1.85K	0.27%	111
2022 Q2	$249K	Buy	9,966 +41	+0.4%	+$1.04K	0.27%	112
2022 Q1	$261K	Buy	+9,925	New	+$270K	0.24%	121