CWM
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Cornerstone Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Cornerstone Wealth Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24,300
Closed -$592K – 590
2024
Q3 		$592K Buy
24,300
+1,661
+7% +$40K 0.04% 322
2024
Q2 		$537K Sell
22,639
-850
-4% -$20.1K 0.04% 321
2024
Q1 		$559K Buy
23,489
+474
+2% +$11.3K 0.05% 311
2023
Q4 		$551K Buy
23,015
+1,044
+5% +$24.4K 0.05% 301
2023
Q3 		$508K Buy
21,971
+2,472
+13% +$57.7K 0.05% 304
2023
Q2 		$458K Buy
19,499
+1,229
+7% +$29.1K 0.04% 322
2023
Q1 		$435K Buy
+18,270
New +$431K 0.04% 303

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HPC
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ACA
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