Cornerstone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,300
| Closed | -$592K | – | 589 |
|
|
2024
Q3 | $592K | Buy |
24,300
+1,661
| +7% | +$40.5K | 0.04% | 322 |
|
|
2024
Q2 | $537K | Sell |
22,639
-850
| -4% | -$20.2K | 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% | +$25K | 0.05% | 301 |
|
|
2023
Q3 | $508K | Buy |
21,971
+2,472
| +13% | +$57.2K | 0.05% | 304 |
|
|
2023
Q2 | $458K | Buy |
19,499
+1,229
| +7% | +$28.9K | 0.04% | 322 |
|
|
2023
Q1 | $435K | Buy |
+18,270
| New | +$435K | 0.04% | 303 |
|