Cabot 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
2025
Q3
$1.54M Buy
2025
Q2
$1.45M Buy
2025
Q1
$1.39M Buy
2024
Q4
$1.3M Buy
2024
Q3
$1.29M Buy
2024
Q2
$1.2M Buy
2024
Q1
$955K Buy
2023
Q4
$870K Buy
2023
Q3
$806K Buy
2023
Q2
$687K Buy
2023
Q1
$677K Buy
2022
Q4
$628K Buy
2022
Q3
$573K Buy
2022
Q2
$594K Buy
2022
Q1
$511K Buy