Robinson Smith Wealth 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 | $498K | Buy |
19,595
+41
| +0.2% | +$1.04K | 0.4% | 45 |
|
|
2025
Q1 | $494K | Buy |
19,554
+988
| +5% | +$25K | 0.41% | 48 |
|
|
2024
Q4 | $462K | Hold |
18,566
| – | – | 0.39% | 48 |
|
|
2024
Q3 | $474K | Buy |
18,566
+562
| +3% | +$14.3K | 0.4% | 52 |
|
|
2024
Q2 | $446K | Buy |
18,004
+1,353
| +8% | +$33.5K | 0.39% | 51 |
|
|
2024
Q1 | $415K | Buy |
16,651
+7,151
| +75% | +$178K | 0.4% | 51 |
|
|
2023
Q4 | $238K | Buy |
+9,500
| New | +$238K | 0.23% | 78 |
|