Autumn Glory Partners’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 | $644K | Sell |
26,550
-260
| -1% | -$6.31K | 0.3% | 88 |
|
|
2025
Q1 | $648K | Buy |
26,810
+2,000
| +8% | +$48.4K | 0.32% | 91 |
|
|
2024
Q4 | $594K | Sell |
24,810
-1,580
| -6% | -$37.9K | 0.29% | 89 |
|
|
2024
Q3 | $643K | Sell |
26,390
-426
| -2% | -$10.4K | 0.25% | 104 |
|
|
2024
Q2 | $636K | Buy |
26,816
+4,460
| +20% | +$106K | 0.32% | 82 |
|
|
2024
Q1 | $532K | Hold |
22,356
| – | – | 0.26% | 87 |
|
|
2023
Q4 | $535K | Buy |
22,356
+712
| +3% | +$17K | 0.31% | 85 |
|
|
2023
Q3 | $501K | Buy |
21,644
+6,414
| +42% | +$148K | 0.31% | 83 |
|
|
2023
Q2 | $358K | Buy |
+15,230
| New | +$358K | 0.26% | 89 |
|