Creative Planning’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 | $8.59M | Sell |
353,783
-1,186
| -0.3% | -$28.8K | 0.01% | 562 |
|
|
2025
Q1 | $8.58M | Buy |
354,969
+6,662
| +2% | +$161K | 0.01% | 538 |
|
|
2024
Q4 | $8.35M | Buy |
348,307
+59,924
| +21% | +$1.44M | 0.01% | 513 |
|
|
2024
Q3 | $7.03M | Buy |
288,383
+56,661
| +24% | +$1.38M | 0.01% | 536 |
|
|
2024
Q2 | $5.5M | Buy |
231,722
+50,117
| +28% | +$1.19M | 0.01% | 580 |
|
|
2024
Q1 | $4.32M | Buy |
181,605
+27,670
| +18% | +$659K | ﹤0.01% | 653 |
|
|
2023
Q4 | $3.68M | Buy |
153,935
+90,561
| +143% | +$2.17M | 0.01% | 659 |
|
|
2023
Q3 | $1.47M | Buy |
63,374
+11,463
| +22% | +$265K | ﹤0.01% | 990 |
|
|
2023
Q2 | $1.22M | Buy |
51,911
+3,107
| +6% | +$73K | ﹤0.01% | 1030 |
|
|
2023
Q1 | $1.16M | Buy |
48,804
+9,758
| +25% | +$232K | ﹤0.01% | 997 |
|
|
2022
Q4 | $913K | Buy |
39,046
+1,330
| +4% | +$31.1K | ﹤0.01% | 1078 |
|
|
2022
Q3 | $867K | Buy |
37,716
+22,313
| +145% | +$513K | ﹤0.01% | 1017 |
|
|
2022
Q2 | $368K | Buy |
+15,403
| New | +$368K | ﹤0.01% | 1471 |
|