AE 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 | $10.2K | Hold |
420
| – | – | ﹤0.01% | 1875 |
|
|
2025
Q1 | $10.2K | Hold |
420
| – | – | ﹤0.01% | 1852 |
|
|
2024
Q4 | $10.1K | Buy |
+420
| New | +$10.1K | ﹤0.01% | 1844 |
|
|
2024
Q1 | – | Sell |
-33,516
| Closed | -$801K | – | 1536 |
|
|
2023
Q4 | $801K | Sell |
33,516
-46,390
| -58% | -$1.11M | ﹤0.01% | 1232 |
|
|
2023
Q3 | $1.85M | Buy |
+79,906
| New | +$1.85M | 0.01% | 874 |
|