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Ballast Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Ballast Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,526
Closed -$85.3K – 172
2025
Q1 		$85.3K Buy
3,526
+2,281
+183% +$55.2K 0.03% 129
2024
Q4 		$29.8K Buy
+1,245
New +$29.8K 0.01% 146