Cannon Financial Strategists’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 | $1.38M | Sell |
56,760
-7,677
| -12% | -$186K | 0.22% | 38 |
|
|
2025
Q1 | $1.56M | Buy |
64,437
+470
| +0.7% | +$11.4K | 0.27% | 32 |
|
|
2024
Q4 | $1.53M | Buy |
63,967
+936
| +1% | +$22.4K | 0.26% | 33 |
|
|
2024
Q3 | $1.54M | Buy |
63,031
+481
| +0.8% | +$11.7K | 0.27% | 31 |
|
|
2024
Q2 | $1.48M | Buy |
62,550
+30,324
| +94% | +$720K | 0.28% | 27 |
|
|
2024
Q1 | $767K | Buy |
32,226
+1,734
| +6% | +$41.3K | 0.15% | 47 |
|
|
2023
Q4 | $730K | Buy |
30,492
+400
| +1% | +$9.57K | 0.16% | 47 |
|
|
2023
Q3 | $696K | Buy |
30,092
+299
| +1% | +$6.92K | 0.18% | 44 |
|
|
2023
Q2 | $700K | Buy |
+29,793
| New | +$700K | 0.19% | 45 |
|