Clearstead Advisors’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 | $2.17M | Sell |
89,545
-3,160
| -3% | -$76.7K | 0.03% | 304 |
|
|
2025
Q1 | $2.24M | Sell |
92,705
-8,931
| -9% | -$216K | 0.03% | 281 |
|
|
2024
Q4 | $2.44M | Buy |
101,636
+12,253
| +14% | +$294K | 0.04% | 264 |
|
|
2024
Q3 | $2.18M | Sell |
89,383
-37,776
| -30% | -$921K | 0.03% | 285 |
|
|
2024
Q2 | $3.02M | Buy |
+127,159
| New | +$3.02M | 0.05% | 226 |
|
|
2024
Q1 | – | Sell |
-2,630
| Closed | -$62.9K | – | 1584 |
|
|
2023
Q4 | $62.9K | Buy |
+2,630
| New | +$62.9K | ﹤0.01% | 689 |
|