Cooper/Haims 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 | $260K | Hold |
10,729
| – | – | 0.13% | 70 |
|
|
2025
Q1 | $259K | Hold |
10,729
| – | – | 0.14% | 63 |
|
|
2024
Q4 | $257K | Hold |
10,729
| – | – | 0.15% | 64 |
|
|
2024
Q3 | $261K | Hold |
10,729
| – | – | 0.14% | 67 |
|
|
2024
Q2 | $255K | Hold |
10,729
| – | – | 0.14% | 70 |
|
|
2024
Q1 | $255K | Hold |
10,729
| – | – | 0.15% | 66 |
|
|
2023
Q4 | $257K | Hold |
10,729
| – | – | 0.15% | 60 |
|
|
2023
Q3 | $248K | Buy |
+10,729
| New | +$248K | 0.19% | 57 |
|