Stratos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-205,581
| Closed | -$5.16M | – | 689 |
|
|
2023
Q4 | $5.16M | Buy |
205,581
+41,125
| +25% | +$1.03M | 0.3% | 99 |
|
|
2023
Q3 | $3.95M | Buy |
164,456
+85,926
| +109% | +$2.06M | 0.26% | 110 |
|
|
2023
Q2 | $1.92M | Buy |
78,530
+37,963
| +94% | +$930K | 0.14% | 203 |
|
|
2023
Q1 | $1.01M | Buy |
40,567
+4,518
| +13% | +$113K | 0.08% | 286 |
|
|
2022
Q4 | $876K | Buy |
+36,049
| New | +$876K | 0.07% | 303 |
|