CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Buy |
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|
2025
Q1 | $17.1M | Buy |
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|
2024
Q4 | $14.1M | Buy |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $7.21M | Buy |
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|
2024
Q1 | $5.45M | Buy |
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|
2023
Q4 | $3.78M | Buy |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $3.63M | Sell |
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|
2022
Q2 | $3.78M | Buy |
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|
2022
Q1 | $3.81M | Buy |
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|
2021
Q4 | $4M | Buy |
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|
2021
Q3 | $4.06M | Sell |
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|
2021
Q2 | $4.21M | Sell |
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|
2021
Q1 | $5.23M | Buy |
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|
2020
Q4 | $5.08M | Buy |
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|
2020
Q3 | $4.09M | Buy |
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|
2020
Q2 | $3.93M | Buy |
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|
2020
Q1 | $285K | Sell |
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|
2019
Q4 | $310K | Buy |
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