Cabot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
59,942
+2,621
| +5% | +$63.6K | 0.17% | 90 |
|
|
2025
Q1 | $1.39M | Buy |
57,321
+2,954
| +5% | +$71.4K | 0.18% | 87 |
|
|
2024
Q4 | $1.3M | Buy |
54,367
+1,255
| +2% | +$30.1K | 0.17% | 90 |
|
|
2024
Q3 | $1.29M | Buy |
53,112
+2,708
| +5% | +$66K | 0.16% | 95 |
|
|
2024
Q2 | $1.2M | Buy |
50,404
+10,274
| +26% | +$244K | 0.16% | 94 |
|
|
2024
Q1 | $955K | Buy |
40,130
+3,772
| +10% | +$89.8K | 0.12% | 101 |
|
|
2023
Q4 | $870K | Buy |
36,358
+1,512
| +4% | +$36.2K | 0.12% | 97 |
|
|
2023
Q3 | $806K | Buy |
34,846
+5,583
| +19% | +$129K | 0.12% | 96 |
|
|
2023
Q2 | $687K | Buy |
29,263
+839
| +3% | +$19.7K | 0.1% | 103 |
|
|
2023
Q1 | $677K | Buy |
28,424
+1,572
| +6% | +$37.4K | 0.11% | 101 |
|
|
2022
Q4 | $628K | Buy |
26,852
+1,930
| +8% | +$45.1K | 0.11% | 104 |
|
|
2022
Q3 | $573K | Buy |
24,922
+58
| +0.2% | +$1.33K | 0.1% | 109 |
|
|
2022
Q2 | $594K | Buy |
24,864
+4,389
| +21% | +$105K | 0.09% | 112 |
|
|
2022
Q1 | $511K | Buy |
+20,475
| New | +$511K | 0.07% | 120 |
|