Chesley Taft & Associates’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 | $2.06M | Buy |
84,674
+13,800
| +19% | +$335K | 0.09% | 146 |
|
|
2025
Q1 | $1.71M | Buy |
70,874
+4,770
| +7% | +$115K | 0.08% | 156 |
|
|
2024
Q4 | $1.58M | Buy |
66,104
+27,370
| +71% | +$656K | 0.07% | 159 |
|
|
2024
Q3 | $944K | Buy |
38,734
+6,600
| +21% | +$161K | 0.05% | 198 |
|
|
2024
Q2 | $763K | Buy |
32,134
+3,300
| +11% | +$78.3K | 0.04% | 212 |
|
|
2024
Q1 | $686K | Buy |
28,834
+6,400
| +29% | +$152K | 0.04% | 218 |
|
|
2023
Q4 | $537K | Buy |
+22,434
| New | +$537K | 0.03% | 233 |
|