Valley Wealth Managers’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.17M | Sell |
|
|||||
|
2025
Q2 | $1.21M | Buy |
|
|||||
|
2025
Q1 | $1.21M | Sell |
|
|||||
|
2024
Q4 | $1.22M | Sell |
|
|||||
|
2024
Q3 | $1.26M | Buy |
|
|||||
|
2024
Q2 | $1.21M | Buy |
|
|||||
|
2024
Q1 | $1.12M | Buy |
|
|||||
|
2023
Q4 | $917K | Buy |
|
|||||
|
2023
Q3 | $783K | Buy |
|
|||||
|
2023
Q2 | $750K | Buy |
|
|||||
|
2023
Q1 | $591K | Buy |
|
|||||
|
2022
Q4 | $516K | Buy |
|
|||||
|
2022
Q3 | $410K | Buy |
|
|||||
|
2022
Q2 | $265K | Buy |
|