Atria Investments’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 | $4.87M | Sell |
200,543
-20,670
| -9% | -$502K | 0.06% | 391 |
|
|
2025
Q1 | $5.35M | Buy |
221,213
+8,843
| +4% | +$214K | 0.07% | 346 |
|
|
2024
Q4 | $5.09M | Buy |
212,370
+91,672
| +76% | +$2.2M | 0.06% | 341 |
|
|
2024
Q3 | $2.94M | Buy |
120,698
+9,502
| +9% | +$232K | 0.04% | 539 |
|
|
2024
Q2 | $2.64M | Buy |
111,196
+3,418
| +3% | +$81.1K | 0.03% | 547 |
|
|
2024
Q1 | $2.57M | Buy |
107,778
+6,417
| +6% | +$153K | 0.04% | 559 |
|
|
2023
Q4 | $2.43M | Buy |
+101,361
| New | +$2.43M | 0.04% | 528 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 762 |
|