Wells Financial Advisors’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
Q1 | – | Sell |
-3,510
| Closed | -$87.4K | – | 78 |
|
|
2024
Q4 | $87.4K | Hold |
3,510
| – | – | 0.12% | 53 |
|
|
2024
Q3 | $89.6K | Sell |
3,510
-2,050
| -37% | -$52.3K | 0.12% | 52 |
|
|
2024
Q2 | $138K | Hold |
5,560
| – | – | 0.09% | 57 |
|
|
2024
Q1 | $138K | Hold |
5,560
| – | – | 0.09% | 48 |
|
|
2023
Q4 | $140K | Hold |
5,560
| – | – | 0.1% | 44 |
|
|
2023
Q3 | $134K | Hold |
5,560
| – | – | 0.1% | 44 |
|
|
2023
Q2 | $136K | Hold |
5,560
| – | – | 0.1% | 44 |
|
|
2023
Q1 | $139K | Hold |
5,560
| – | – | 0.11% | 46 |
|
|
2022
Q4 | $135K | Buy |
5,560
+2,050
| +58% | +$49.8K | 0.11% | 46 |
|
|
2022
Q3 | $84K | Hold |
3,510
| – | – | 0.08% | 47 |
|
|
2022
Q2 | $88K | Hold |
3,510
| – | – | 0.08% | 41 |
|
|
2022
Q1 | $92K | Hold |
3,510
| – | – | 0.08% | 42 |
|
|
2021
Q4 | $99K | Hold |
3,510
| – | – | 0.08% | 43 |
|
|
2021
Q3 | $101K | Hold |
3,510
| – | – | 0.09% | 43 |
|
|
2021
Q2 | $101K | Hold |
3,510
| – | – | 0.09% | 43 |
|
|
2021
Q1 | $99K | Hold |
3,510
| – | – | 0.09% | 44 |
|
|
2020
Q4 | $104K | Buy |
+3,510
| New | +$104K | 0.09% | 43 |
|