Bartlett & Co Wealth Management’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 | $48.5K | Hold |
2,000
| – | – | ﹤0.01% | 658 |
|
|
2025
Q1 | $48.4K | Sell |
2,000
-500
| -20% | -$12.1K | ﹤0.01% | 656 |
|
|
2024
Q4 | $59.9K | Hold |
2,500
| – | – | ﹤0.01% | 613 |
|
|
2024
Q3 | $60.9K | Hold |
2,500
| – | – | ﹤0.01% | 621 |
|
|
2024
Q2 | $59.3K | Hold |
2,500
| – | – | ﹤0.01% | 626 |
|
|
2024
Q1 | $59.5K | Hold |
2,500
| – | – | ﹤0.01% | 633 |
|
|
2023
Q4 | $59.9K | Hold |
2,500
| – | – | ﹤0.01% | 666 |
|
|
2023
Q3 | $57.9K | Hold |
2,500
| – | – | ﹤0.01% | 637 |
|
|
2023
Q2 | $58.7K | Buy |
+2,500
| New | +$58.7K | ﹤0.01% | 638 |
|