CWC
Carolinas Wealth Consulting’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-114
| Closed | -$2.73K | – | 1056 |
|
|
2024
Q4 | $2.73K | Hold |
114
| – | – | ﹤0.01% | 760 |
|
|
2024
Q3 | $2.78K | Hold |
114
| – | – | ﹤0.01% | 760 |
|
|
2024
Q2 | $2.71K | Buy |
114
+2
| +2% | +$47 | ﹤0.01% | 739 |
|
|
2024
Q1 | $2.67K | Buy |
+112
| New | +$2.67K | ﹤0.01% | 746 |
|