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Centricity Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Centricity Wealth Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.93M Buy
203,151
+21,497
+12% +$522K 3.94% 5
2025
Q1 		$4.39M Buy
181,654
+16,910
+10% +$409K 3.99% 5
2024
Q4 		$3.95M Buy
+164,744
New +$3.95M 3.68% 5