Asset Dedication LLC’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $78.1K | Sell |
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2025
Q1 | $78.5K | Sell |
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2024
Q4 | $312K | Sell |
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2024
Q3 | $2.42M | Sell |
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2024
Q2 | $3.19M | Sell |
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2024
Q1 | $3.17M | Buy |
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2023
Q4 | $592K | Sell |
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2023
Q3 | $577K | Sell |
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2023
Q2 | $598K | Sell |
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2023
Q1 | $660K | Sell |
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2022
Q4 | $655K | Buy |
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2022
Q3 | $624K | Sell |
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2022
Q2 | $663K | Hold |
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2022
Q1 | $689K | Sell |
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2021
Q4 | $742K | Sell |
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2021
Q3 | $799K | Sell |
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2021
Q2 | $803K | Buy |
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2021
Q1 | $712K | Sell |
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2020
Q4 | $839K | Sell |
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2020
Q3 | $827K | Buy |
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2020
Q2 | $732K | Sell |
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2020
Q1 | $698K | Sell |
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2019
Q4 | $784K | Buy |
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2019
Q3 | $479K | Buy |
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2019
Q2 | $253K | Buy |
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2019
Q1 | $115K | Buy |
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2018
Q4 | $3K | Buy |
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