Sax 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 | $3.19M | Sell |
125,371
-3,546
| -3% | -$90.1K | 0.19% | 75 |
|
|
2025
Q1 | $3.26M | Buy |
128,917
+21,051
| +20% | +$532K | 0.23% | 63 |
|
|
2024
Q4 | $2.69M | Buy |
107,866
+45,478
| +73% | +$1.13M | 0.21% | 63 |
|
|
2024
Q3 | $1.59M | Buy |
62,388
+8,725
| +16% | +$223K | 0.14% | 68 |
|
|
2024
Q2 | $1.33M | Buy |
53,663
+33,330
| +164% | +$826K | 0.13% | 77 |
|
|
2024
Q1 | $506K | Buy |
+20,333
| New | +$506K | 0.06% | 115 |
|