Spectrum Wealth Counsel’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
Q1 | $523K | Sell |
20,704
-2,098
| -9% | -$53K | 0.06% | 85 |
|
|
2024
Q4 | $568K | Buy |
22,802
+117
| +0.5% | +$2.91K | 0.07% | 88 |
|
|
2024
Q3 | $579K | Hold |
22,685
| – | – | 0.07% | 89 |
|
|
2024
Q2 | $562K | Buy |
22,685
+2,646
| +13% | +$65.5K | 0.07% | 82 |
|
|
2024
Q1 | $499K | Hold |
20,039
| – | – | 0.06% | 97 |
|
|
2023
Q4 | $503K | Buy |
+20,039
| New | +$503K | 0.07% | 90 |
|