Roble Belko & Company’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 | $557K | Hold |
21,918
| – | – | 0.08% | 74 |
|
|
2025
Q1 | $554K | Buy |
21,918
+2,806
| +15% | +$70.9K | 0.09% | 70 |
|
|
2024
Q4 | $476K | Buy |
19,112
+3,589
| +23% | +$89.4K | 0.08% | 77 |
|
|
2024
Q3 | $396K | Buy |
15,523
+712
| +5% | +$18.2K | 0.06% | 80 |
|
|
2024
Q2 | $367K | Buy |
14,811
+1,472
| +11% | +$36.5K | 0.06% | 80 |
|
|
2024
Q1 | $332K | Hold |
13,339
| – | – | 0.06% | 85 |
|
|
2023
Q4 | $335K | Buy |
13,339
+1,004
| +8% | +$25.2K | 0.06% | 73 |
|
|
2023
Q3 | $296K | Buy |
12,335
+1,218
| +11% | +$29.2K | 0.06% | 74 |
|
|
2023
Q2 | $272K | Buy |
11,117
+2,021
| +22% | +$49.4K | 0.05% | 74 |
|
|
2023
Q1 | $227K | Hold |
9,096
| – | – | 0.05% | 87 |
|
|
2022
Q4 | $221K | Hold |
9,096
| – | – | 0.05% | 90 |
|
|
2022
Q3 | $216K | Hold |
9,096
| – | – | 0.05% | 88 |
|
|
2022
Q2 | $227K | Hold |
9,096
| – | – | 0.05% | 91 |
|
|
2022
Q1 | $240K | Hold |
9,096
| – | – | 0.05% | 94 |
|
|
2021
Q4 | $257K | Hold |
9,096
| – | – | 0.05% | 88 |
|
|
2021
Q3 | $261K | Hold |
9,096
| – | – | 0.05% | 76 |
|
|
2021
Q2 | $263K | Hold |
9,096
| – | – | 0.06% | 82 |
|
|
2021
Q1 | $258K | Hold |
9,096
| – | – | 0.06% | 78 |
|
|
2020
Q4 | $269K | Hold |
9,096
| – | – | 0.07% | 72 |
|
|
2020
Q3 | $265K | Hold |
9,096
| – | – | 0.08% | 72 |
|
|
2020
Q2 | $262K | Buy |
+9,096
| New | +$262K | 0.08% | 76 |
|