Talisman 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
Q4
Sell
-10,287
Closed -$263K 106
2024
Q3
$263K Sell
10,287
-96
-0.9% -$2.46K 0.28% 85
2024
Q2
$257K Buy
+10,383
New +$257K 0.3% 80