Baron Silver Stevens Financial Advisors’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
2025
Q3
$1.13M Buy
2025
Q2
$1.12M Buy
2025
Q1
$1.03M Buy
2024
Q4
$951K Buy
2024
Q3
$905K Buy
2024
Q2
Hold
2024
Q1
Hold
2023
Q4
Hold
2023
Q3
Hold
2023
Q2
Hold
2023
Q1
Hold