Avestar Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-74,523
| Closed | -$1.86M | – | 298 |
|
|
2022
Q1 | $1.86M | Buy |
74,523
+10,558
| +17% | +$263K | 0.3% | 55 |
|
|
2021
Q4 | $1.7M | Sell |
63,965
-11,362
| -15% | -$302K | 0.21% | 62 |
|
|
2021
Q3 | $2.03M | Buy |
75,327
+16,553
| +28% | +$447K | 0.26% | 58 |
|
|
2021
Q2 | $1.59M | Buy |
58,774
+4,728
| +9% | +$128K | 0.21% | 84 |
|
|
2021
Q1 | $1.45M | Buy |
54,046
+7,063
| +15% | +$190K | 0.32% | 64 |
|
|
2020
Q4 | $1.3M | Buy |
46,983
+2,346
| +5% | +$64.7K | 0.36% | 53 |
|
|
2020
Q3 | $1.21M | Buy |
44,637
+4,354
| +11% | +$118K | 0.4% | 45 |
|
|
2020
Q2 | $1.09M | Buy |
40,283
+6,035
| +18% | +$163K | 0.48% | 51 |
|
|
2020
Q1 | $839K | Buy |
+34,248
| New | +$839K | 0.46% | 56 |
|