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Brandywine Oak Private Wealth’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Brandywine Oak Private Wealth’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-527,014
Closed -$14.5M – 279
2020
Q4 		$14.5M Buy
527,014
+28,193
+6% +$770K 2.22% 16
2020
Q3 		$13.5M Buy
498,821
+36,713
+8% +$1,000K 2.26% 14
2020
Q2 		$12.5M Buy
+462,108
New +$12M 2.21% 11

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