Commonwealth Financial Services’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 | $9.53M | Buy |
392,771
+6,234
| +2% | +$151K | 1.84% | 12 |
|
|
2025
Q1 | $9.35M | Sell |
386,537
-735
| -0.2% | -$17.8K | 1.91% | 9 |
|
|
2024
Q4 | $9.28M | Buy |
387,272
+5,016
| +1% | +$120K | 1.82% | 14 |
|
|
2024
Q3 | $9.29M | Buy |
382,256
+20,759
| +6% | +$505K | 1.83% | 13 |
|
|
2024
Q2 | $8.6M | Buy |
361,497
+35,006
| +11% | +$832K | 1.76% | 17 |
|
|
2024
Q1 | $7.81M | Sell |
326,491
-871
| -0.3% | -$20.8K | 1.84% | 19 |
|
|
2023
Q4 | $7.83M | Buy |
327,362
+116,358
| +55% | +$2.78M | 1.85% | 19 |
|
|
2023
Q3 | $4.88M | Buy |
+211,004
| New | +$4.88M | 1.45% | 22 |
|