1900 Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Buy |
21,703
+237
| +1% | +$5.75K | 0.04% | 137 |
|
|
2025
Q1 | $519K | Buy |
21,466
+156
| +0.7% | +$3.77K | 0.04% | 135 |
|
|
2024
Q4 | $511K | Buy |
21,310
+312
| +1% | +$7.48K | 0.04% | 139 |
|
|
2024
Q3 | $512K | Buy |
20,998
+230
| +1% | +$5.61K | 0.04% | 145 |
|
|
2024
Q2 | $493K | Hold |
20,768
| – | – | 0.05% | 148 |
|
|
2024
Q1 | $494K | Hold |
20,768
| – | – | 0.05% | 155 |
|
|
2023
Q4 | $497K | Hold |
20,768
| – | – | 0.05% | 190 |
|
|
2023
Q3 | $481K | Buy |
20,768
+412
| +2% | +$9.53K | 0.05% | 195 |
|
|
2023
Q2 | $478K | Buy |
+20,356
| New | +$478K | 0.05% | 160 |
|