Willis Johnson & Associates’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 | $344K | Hold |
13,550
| – | – | 0.02% | 114 |
|
2025
Q1 | $342K | Buy |
13,550
+4,000
| +42% | +$101K | 0.03% | 111 |
|
2024
Q4 | $238K | Hold |
9,550
| – | – | 0.02% | 134 |
|
2024
Q3 | $244K | Hold |
9,550
| – | – | 0.02% | 138 |
|
2024
Q2 | $237K | Hold |
9,550
| – | – | 0.02% | 137 |
|
2024
Q1 | $238K | Hold |
9,550
| – | – | 0.02% | 130 |
|
2023
Q4 | $240K | Hold |
9,550
| – | – | 0.02% | 118 |
|
2023
Q3 | $229K | Hold |
9,550
| – | – | 0.02% | 112 |
|
2023
Q2 | $234K | Sell |
9,550
-400
| -4% | -$9.8K | 0.02% | 111 |
|
2023
Q1 | $248K | Buy |
+9,950
| New | +$248K | 0.03% | 103 |
|