Atwater Malick’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 | $383K | Buy |
15,786
+1,863
| +13% | +$45.2K | 0.12% | 59 |
|
|
2025
Q1 | $337K | Buy |
13,923
+2,973
| +27% | +$71.9K | 0.11% | 61 |
|
|
2024
Q4 | $262K | Hold |
10,950
| – | – | 0.09% | 65 |
|
|
2024
Q3 | $267K | Hold |
10,950
| – | – | 0.09% | 68 |
|
|
2024
Q2 | $260K | Hold |
10,950
| – | – | 0.09% | 67 |
|
|
2024
Q1 | $261K | Buy |
10,950
+630
| +6% | +$15K | 0.09% | 70 |
|
|
2023
Q4 | $247K | Buy |
10,320
+1,590
| +18% | +$38K | 0.1% | 65 |
|
|
2023
Q3 | $202K | Hold |
8,730
| – | – | 0.09% | 62 |
|
|
2023
Q2 | $205K | Buy |
+8,730
| New | +$205K | 0.09% | 64 |
|