BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $278K | Buy |
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|
2023
Q1 | $242K | Hold |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | $135K | Hold |
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|
2022
Q2 | $141K | Hold |
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|
2022
Q1 | $147K | Hold |
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|
2021
Q4 | $156K | Hold |
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|
2021
Q3 | $159K | Hold |
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|
2021
Q2 | $159K | Buy |
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|
2021
Q1 | $98K | Hold |
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|
2020
Q4 | $101K | Hold |
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|
2020
Q3 | $100K | Buy |
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