Summit 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 | $662K | Buy |
26,026
+53
| +0.2% | +$1.35K | 0.13% | 112 |
|
|
2025
Q1 | $656K | Buy |
25,973
+35
| +0.1% | +$884 | 0.13% | 108 |
|
|
2024
Q4 | $646K | Sell |
25,938
-1,153
| -4% | -$28.7K | 0.13% | 109 |
|
|
2024
Q3 | $692K | Buy |
27,091
+52
| +0.2% | +$1.33K | 0.13% | 113 |
|
|
2024
Q2 | $670K | Buy |
27,039
+52
| +0.2% | +$1.29K | 0.14% | 108 |
|
|
2024
Q1 | $672K | Buy |
26,987
+34
| +0.1% | +$847 | 0.14% | 105 |
|
|
2023
Q4 | $676K | Buy |
26,953
+5,378
| +25% | +$135K | 0.16% | 98 |
|
|
2023
Q3 | $518K | Buy |
21,575
+5,397
| +33% | +$130K | 0.13% | 106 |
|
|
2023
Q2 | $396K | Buy |
16,178
+854
| +6% | +$20.9K | 0.1% | 127 |
|
|
2023
Q1 | $382K | Buy |
15,324
+1,613
| +12% | +$40.2K | 0.1% | 127 |
|
|
2022
Q4 | $333K | Buy |
+13,711
| New | +$333K | 0.09% | 136 |
|