Creative Planning’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.82M Buy
2025
Q2
$8.59M Sell
2025
Q1
$8.58M Buy
2024
Q4
$8.35M Buy
2024
Q3
$7.03M Buy
2024
Q2
$5.5M Buy
2024
Q1
$4.32M Buy
2023
Q4
$3.68M Buy
2023
Q3
$1.47M Buy
2023
Q2
$1.22M Buy
2023
Q1
$1.16M Buy
2022
Q4
$913K Buy
2022
Q3
$867K Buy
2022
Q2
$368K Buy