CWM
Centric Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-58,256
| Closed | -$1.39M | – | 168 |
|
|
2023
Q4 | $1.39M | Buy |
58,256
+342
| +0.6% | +$8.14K | 0.46% | 61 |
|
|
2023
Q3 | $1.34M | Buy |
57,914
+751
| +1% | +$17.4K | 0.56% | 52 |
|
|
2023
Q2 | $1.33M | Buy |
57,163
+2,348
| +4% | +$54.8K | 0.53% | 48 |
|
|
2023
Q1 | $1.31M | Buy |
+54,815
| New | +$1.31M | 0.57% | 45 |
|