Cambridge Investment Research Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.38M | Buy |
263,207
+13,515
| +5% | +$328K | 0.02% | 833 |
|
|
2025
Q4 | $6.06M | Buy |
249,692
+9,278
| +4% | +$225K | 0.02% | 824 |
|
|
2025
Q3 | $5.85M | Buy |
240,414
+17,081
| +8% | +$414K | 0.02% | 825 |
|
|
2025
Q2 | $5.42M | Buy |
223,333
+10,460
| +5% | +$252K | 0.02% | 805 |
|
|
2025
Q1 | $5.15M | Buy |
212,873
+45,899
| +27% | +$1.1M | 0.02% | 788 |
|
|
2024
Q4 | $4M | Buy |
166,974
+18,926
| +13% | +$456K | 0.01% | 925 |
|
|
2024
Q3 | $3.61M | Buy |
148,048
+52,000
| +54% | +$1.25M | 0.01% | 982 |
|
|
2024
Q2 | $2.28M | Buy |
96,048
+20,234
| +27% | +$479K | 0.01% | 1203 |
|
|
2024
Q1 | $1.8M | Buy |
75,814
+4,777
| +7% | +$114K | 0.01% | 1333 |
|
|
2023
Q4 | $1.7M | Sell |
71,037
-6,937
| -9% | -$162K | 0.01% | 1311 |
|
|
2023
Q3 | $1.8M | Sell |
77,974
-63,322
| -45% | -$1.48M | 0.01% | 1201 |
|
|
2023
Q2 | $3.32M | Buy |
141,296
+10,475
| +8% | +$248K | 0.02% | 872 |
|
|
2023
Q1 | $3.12M | Buy |
130,821
+34,057
| +35% | +$804K | 0.02% | 878 |
|
|
2022
Q4 | $2.26M | Buy |
96,764
+39,761
| +70% | +$922K | 0.01% | 1013 |
|
|
2022
Q3 | $1.31M | Buy |
+57,003
| New | +$1.36M | 0.01% | 1295 |
|
|
2021
Q3 | – | Sell |
-16,635
| Closed | -$450K | – | 3140 |
|
|
2021
Q2 | $450K | Sell |
16,635
-226
| -1% | -$6.09K | ﹤0.01% | 2138 |
|
|
2021
Q1 | $451K | Buy |
16,861
+2,384
| +16% | +$64.9K | ﹤0.01% | 1970 |
|
|
2020
Q4 | $399K | Buy |
14,477
+1,552
| +12% | +$42.4K | ﹤0.01% | 1924 |
|
|
2020
Q3 | $351K | Sell |
12,925
-2,718
| -17% | -$74K | ﹤0.01% | 1829 |
|
|
2020
Q2 | $422K | Sell |
15,643
-278
| -2% | -$7.23K | ﹤0.01% | 1658 |
|
|
2020
Q1 | $390K | Buy |
15,921
+3,303
| +26% | +$85.2K | ﹤0.01% | 1516 |
|
|
2019
Q4 | $328K | Buy |
12,618
+2,038
| +19% | +$52.8K | ﹤0.01% | 1851 |
|
|
2019
Q3 | $274K | Buy |
+10,580
| New | +$272K | ﹤0.01% | 1895 |
|
Other funds holding IBDS
HPC
SVWAG
CAI