Valley Forge Investment Consultants’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 | $329K | Buy |
12,949
+148
| +1% | +$3.76K | 0.11% | 61 |
|
|
2025
Q1 | $323K | Sell |
12,801
-2,110
| -14% | -$53.3K | 0.12% | 57 |
|
|
2024
Q4 | $371K | Buy |
14,911
+229
| +2% | +$5.7K | 0.13% | 59 |
|
|
2024
Q3 | $375K | Buy |
14,682
+169
| +1% | +$4.32K | 0.13% | 54 |
|
|
2024
Q2 | $359K | Buy |
14,513
+169
| +1% | +$4.19K | 0.14% | 56 |
|
|
2024
Q1 | $357K | Buy |
+14,344
| New | +$357K | 0.14% | 51 |
|