Anchor Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,225
| Closed | -$274K | – | 249 |
|
|
2024
Q3 | $274K | Hold |
11,225
| – | – | 0.01% | 225 |
|
|
2024
Q2 | $266K | Hold |
11,225
| – | – | 0.01% | 228 |
|
|
2024
Q1 | $267K | Hold |
11,225
| – | – | 0.01% | 231 |
|
|
2023
Q4 | $269K | Hold |
11,225
| – | – | 0.01% | 225 |
|
|
2023
Q3 | $260K | Buy |
11,225
+1,290
| +13% | +$29.9K | 0.01% | 245 |
|
|
2023
Q2 | $233K | Buy |
+9,935
| New | +$233K | 0.01% | 257 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 254 |
|