SWA
Strata Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Hold |
14,617
| – | – | 0.1% | 57 |
|
|
2025
Q1 | $369K | Hold |
14,617
| – | – | 0.11% | 55 |
|
|
2024
Q4 | $364K | Hold |
14,617
| – | – | 0.11% | 58 |
|
|
2024
Q3 | $373K | Hold |
14,617
| – | – | 0.12% | 55 |
|
|
2024
Q2 | $362K | Hold |
14,617
| – | – | 0.12% | 52 |
|
|
2024
Q1 | $364K | Hold |
14,617
| – | – | 0.13% | 56 |
|
|
2023
Q4 | $367K | Buy |
14,617
+52
| +0.4% | +$1.31K | 0.14% | 53 |
|
|
2023
Q3 | $350K | Buy |
+14,565
| New | +$350K | 0.17% | 39 |
|
|
2023
Q1 | $356K | Buy |
14,269
+92
| +0.6% | +$2.29K | 0.18% | 40 |
|
|
2022
Q4 | $344K | Buy |
+14,177
| New | +$344K | 0.19% | 39 |
|