Wealth Enhancement Advisory Services’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 | $3.42M | Buy |
135,326
+4,422
| +3% | +$112K | 0.01% | 1079 |
|
|
2025
Q1 | $3.31M | Buy |
130,904
+61,140
| +88% | +$1.54M | 0.01% | 999 |
|
|
2024
Q4 | $1.74M | Buy |
69,764
+42,688
| +158% | +$1.06M | ﹤0.01% | 1248 |
|
|
2024
Q3 | $691K | Buy |
27,076
+1,626
| +6% | +$41.5K | ﹤0.01% | 1596 |
|
|
2024
Q2 | $630K | Buy |
25,450
+1,678
| +7% | +$41.6K | ﹤0.01% | 1494 |
|
|
2024
Q1 | $592K | Sell |
23,772
-8,255
| -26% | -$206K | ﹤0.01% | 1481 |
|
|
2023
Q4 | $804K | Buy |
32,027
+14,906
| +87% | +$374K | ﹤0.01% | 1252 |
|
|
2023
Q3 | $411K | Buy |
+17,121
| New | +$411K | ﹤0.01% | 1545 |
|