BWM
BCS Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,655
| Closed | -$475K | – | 268 |
|
|
2025
Q1 | $475K | Hold |
19,655
| – | – | 0.12% | 153 |
|
|
2024
Q4 | $471K | Hold |
19,655
| – | – | 0.12% | 151 |
|
|
2024
Q3 | $479K | Hold |
19,655
| – | – | 0.2% | 97 |
|
|
2024
Q2 | $466K | Hold |
19,655
| – | – | 0.23% | 89 |
|
|
2024
Q1 | $468K | Buy |
19,655
+10,447
| +113% | +$249K | 0.15% | 138 |
|
|
2023
Q4 | $220K | Buy |
+9,208
| New | +$220K | 0.08% | 204 |
|