Stratos Wealth Partners’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
Q2 | $10.1M | Sell |
397,397
-15,734
| -4% | -$400K | 0.14% | 153 |
|
|
2025
Q1 | $10.4M | Buy |
413,131
+344,424
| +501% | +$8.7M | 0.16% | 132 |
|
|
2024
Q4 | $1.71M | Buy |
68,707
+2,524
| +4% | +$62.8K | 0.02% | 519 |
|
|
2024
Q3 | $1.69M | Sell |
66,183
-4,540
| -6% | -$116K | 0.02% | 508 |
|
|
2024
Q2 | $1.75M | Buy |
70,723
+13,957
| +25% | +$346K | 0.03% | 472 |
|
|
2024
Q1 | $1.41M | Buy |
56,766
+8,513
| +18% | +$212K | 0.02% | 539 |
|
|
2023
Q4 | $1.21M | Buy |
48,253
+20,433
| +73% | +$513K | 0.02% | 558 |
|
|
2023
Q3 | $669K | Buy |
+27,820
| New | +$669K | 0.01% | 703 |
|