Steward Partners Investment Advisory’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
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2025
Q1 | $373K | Buy |
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|
2024
Q4 | $337K | Buy |
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|
2024
Q3 | $50.5K | Buy |
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|
2024
Q2 | $39K | Hold |
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|
2024
Q1 | $39.2K | Sell |
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|
2023
Q4 | $59.7K | Hold |
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|
2023
Q3 | $57.2K | Sell |
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|
2023
Q2 | $77.9K | Sell |
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|
2023
Q1 | $139K | Sell |
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|
2022
Q4 | $169K | Hold |
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|
2022
Q3 | $165K | Sell |
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|
2022
Q2 | $174K | Sell |
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|
2022
Q1 | $204K | Hold |
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|
2021
Q4 | $220K | Hold |
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|
2021
Q3 | $222K | Buy |
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|
2021
Q2 | $162K | Buy |
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|
2021
Q1 | $58.6K | Hold |
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|
2020
Q4 | $61K | Hold |
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|
2020
Q3 | $60K | Buy |
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