Strata Wealth Advisors’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
$372K Hold
2025
Q1
$369K Hold
2024
Q4
$364K Hold
2024
Q3
$373K Hold
2024
Q2
$362K Hold
2024
Q1
$364K Hold
2023
Q4
$367K Buy
2023
Q3
$350K Buy
2023
Q1
$356K Buy
2022
Q4
$344K Buy