Virginia Wealth Management Group’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 | $4.55M | Buy |
179,185
+4,480
| +3% | +$114K | 2.77% | 14 |
|
|
2025
Q1 | $4.41M | Buy |
174,705
+20,200
| +13% | +$510K | 2.73% | 14 |
|
|
2024
Q4 | $3.85M | Buy |
154,505
+19,385
| +14% | +$483K | 2.38% | 20 |
|
|
2024
Q3 | $3.45M | Buy |
135,120
+8,275
| +7% | +$211K | 2.16% | 22 |
|
|
2024
Q2 | $3.14M | Sell |
126,845
-275
| -0.2% | -$6.81K | 2.58% | 15 |
|
|
2024
Q1 | $3.17M | Sell |
127,120
-3,785
| -3% | -$94.3K | 2.59% | 13 |
|
|
2023
Q4 | $3.28M | Buy |
+130,905
| New | +$3.28M | 2.87% | 8 |
|