Atwater Malick’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
2026 Q1	$637K	Buy	26,265 +1,363	+5%	+$33.1K	0.17%	53
2025 Q4	$605K	Buy	24,902 +5,399	+28%	+$131K	0.17%	51
2025 Q3	$475K	Buy	19,503 +3,717	+24%	+$90.1K	0.14%	58
2025 Q2	$383K	Buy	15,786 +1,863	+13%	+$44.9K	0.12%	59
2025 Q1	$337K	Buy	13,923 +2,973	+27%	+$71.5K	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%	+$37.1K	0.1%	65
2023 Q3	$202K	Hold	8,730	–	–	0.09%	62
2023 Q2	$205K	Buy	+8,730	New	+$207K	0.09%	64