Valley Wealth Managers’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 | $1.21M | Buy |
47,776
+9
| +0% | +$229 | 0.09% | 126 |
|
|
2025
Q1 | $1.21M | Sell |
47,767
-1,153
| -2% | -$29.1K | 0.09% | 125 |
|
|
2024
Q4 | $1.22M | Sell |
48,920
-381
| -0.8% | -$9.49K | 0.09% | 125 |
|
|
2024
Q3 | $1.26M | Buy |
49,301
+272
| +0.6% | +$6.94K | 0.09% | 124 |
|
|
2024
Q2 | $1.21M | Buy |
49,029
+3,894
| +9% | +$96.5K | 0.1% | 125 |
|
|
2024
Q1 | $1.12M | Buy |
45,135
+8,579
| +23% | +$214K | 0.08% | 124 |
|
|
2023
Q4 | $917K | Buy |
36,556
+3,953
| +12% | +$99.2K | 0.07% | 124 |
|
|
2023
Q3 | $783K | Buy |
32,603
+1,975
| +6% | +$47.5K | 0.07% | 131 |
|
|
2023
Q2 | $750K | Buy |
30,628
+6,912
| +29% | +$169K | 0.07% | 112 |
|
|
2023
Q1 | $591K | Buy |
23,716
+2,461
| +12% | +$61.4K | 0.05% | 120 |
|
|
2022
Q4 | $516K | Buy |
21,255
+4,005
| +23% | +$97.3K | 0.05% | 122 |
|
|
2022
Q3 | $410K | Buy |
17,250
+6,632
| +62% | +$158K | 0.04% | 129 |
|
|
2022
Q2 | $265K | Buy |
+10,618
| New | +$265K | 0.02% | 158 |
|