Rockbridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-898
| Closed | -$22.5K | – | 346 |
|
|
2023
Q4 | $22.5K | Buy |
+898
| New | +$22.5K | ﹤0.01% | 318 |
|
|
2022
Q3 | – | Sell |
-558
| Closed | -$13.9K | – | 318 |
|
|
2022
Q2 | $13.9K | Buy |
558
+69
| +14% | +$1.72K | ﹤0.01% | 330 |
|
|
2022
Q1 | $12.8K | Buy |
489
+29
| +6% | +$761 | ﹤0.01% | 474 |
|
|
2021
Q4 | $13K | Buy |
460
+50
| +12% | +$1.41K | ﹤0.01% | 536 |
|
|
2021
Q3 | $12K | Buy |
410
+26
| +7% | +$761 | ﹤0.01% | 498 |
|
|
2021
Q2 | $11K | Buy |
384
+44
| +13% | +$1.26K | ﹤0.01% | 514 |
|
|
2021
Q1 | $10K | Buy |
340
+25
| +8% | +$735 | ﹤0.01% | 504 |
|
|
2020
Q4 | $9K | Buy |
315
+43
| +16% | +$1.23K | ﹤0.01% | 515 |
|
|
2020
Q3 | $8K | Buy |
272
+26
| +11% | +$765 | ﹤0.01% | 486 |
|
|
2020
Q2 | $7K | Buy |
+246
| New | +$7K | ﹤0.01% | 461 |
|