AA
Addison Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
42,786
+33,801
| +376% | +$820K | 0.26% | 74 |
|
|
2025
Q1 | $217K | Buy |
8,985
+80
| +0.9% | +$1.93K | 0.06% | 193 |
|
|
2024
Q4 | $213K | Sell |
8,905
-60
| -0.7% | -$1.44K | 0.06% | 195 |
|
|
2024
Q3 | $218K | Hold |
8,965
| – | – | 0.06% | 200 |
|
|
2024
Q2 | $213K | Buy |
8,965
+3,220
| +56% | +$76.4K | 0.07% | 183 |
|
|
2024
Q1 | $137K | Buy |
5,745
+235
| +4% | +$5.59K | 0.05% | 250 |
|
|
2023
Q4 | $132K | Buy |
5,510
+440
| +9% | +$10.5K | 0.05% | 242 |
|
|
2023
Q3 | $117K | Buy |
5,070
+4,770
| +1,590% | +$110K | 0.05% | 229 |
|
|
2023
Q2 | $7.04K | Buy |
+300
| New | +$7.04K | ﹤0.01% | 510 |
|