Beacon Pointe Advisors’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 | $8.76M | Buy |
360,844
+8,385
| +2% | +$204K | 0.09% | 200 |
|
|
2025
Q1 | $8.52M | Buy |
352,459
+23,892
| +7% | +$578K | 0.1% | 198 |
|
|
2024
Q4 | $7.87M | Buy |
328,567
+34,249
| +12% | +$821K | 0.09% | 196 |
|
|
2024
Q3 | $7.17M | Buy |
294,318
+27,115
| +10% | +$661K | 0.08% | 214 |
|
|
2024
Q2 | $6.34M | Buy |
267,203
+27,222
| +11% | +$646K | 0.08% | 233 |
|
|
2024
Q1 | $5.71M | Buy |
239,981
+47,665
| +25% | +$1.13M | 0.06% | 263 |
|
|
2023
Q4 | $4.6M | Buy |
192,316
+43,084
| +29% | +$1.03M | 0.06% | 299 |
|
|
2023
Q3 | $3.45M | Buy |
149,232
+37,943
| +34% | +$878K | 0.04% | 343 |
|
|
2023
Q2 | $2.61M | Buy |
111,289
+24,352
| +28% | +$572K | 0.04% | 323 |
|
|
2023
Q1 | $2.07M | Buy |
86,937
+70,562
| +431% | +$1.68M | 0.04% | 385 |
|
|
2022
Q4 | $383K | Buy |
+16,375
| New | +$383K | 0.01% | 784 |
|