Conrad Siegel Investment 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	$725K	Sell	29,878 -27,637	-48%	-$671K	0.16%	32
2025 Q1	$1.39M	Buy	57,515 +4,793	+9%	+$116K	0.36%	22
2024 Q4	$1.26M	Buy	52,722 +9,326	+21%	+$223K	0.34%	19
2024 Q3	$1.06M	Buy	43,396 +12,389	+40%	+$302K	0.29%	22
2024 Q2	$736K	Buy	+31,007	New	+$736K	0.21%	27