Barrett & Company’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 | $1.26M | Buy |
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|
2025
Q2 | $1.26M | Buy |
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2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $940K | Buy |
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|
2024
Q2 | $910K | Buy |
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|
2024
Q1 | $911K | Buy |
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|
2023
Q4 | $914K | Buy |
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|
2023
Q3 | $412K | Buy |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $160K | Buy |
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|
2022
Q4 | $44.4K | Hold |
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|
2022
Q3 | $44.4K | Buy |
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