BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $278K | Buy |
11,860
+1,719
| +17% | +$40.4K | 0.03% | 206 |
|
|
2023
Q1 | $242K | Hold |
10,141
| – | – | 0.02% | 219 |
|
|
2022
Q4 | $237K | Buy |
10,141
+4,251
| +72% | +$99.3K | 0.03% | 219 |
|
|
2022
Q3 | $135K | Hold |
5,890
| – | – | 0.02% | 260 |
|
|
2022
Q2 | $141K | Hold |
5,890
| – | – | 0.02% | 267 |
|
|
2022
Q1 | $147K | Hold |
5,890
| – | – | 0.02% | 270 |
|
|
2021
Q4 | $156K | Hold |
5,890
| – | – | 0.02% | 283 |
|
|
2021
Q3 | $159K | Hold |
5,890
| – | – | 0.02% | 268 |
|
|
2021
Q2 | $159K | Buy |
5,890
+2,217
| +60% | +$59.8K | 0.02% | 266 |
|
|
2021
Q1 | $98K | Hold |
3,673
| – | – | 0.01% | 298 |
|
|
2020
Q4 | $101K | Hold |
3,673
| – | – | 0.01% | 274 |
|
|
2020
Q3 | $100K | Buy |
+3,673
| New | +$100K | 0.02% | 264 |
|