Crew Capital 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 |
-38,216
| Closed | -$931K | – | 148 |
|
|
2024
Q3 | $931K | Sell |
38,216
-8,222
| -18% | -$200K | 0.74% | 47 |
|
|
2024
Q2 | $1.1M | Sell |
46,438
-14,238
| -23% | -$338K | 0.88% | 24 |
|
|
2024
Q1 | $1.44M | Buy |
60,676
+24,195
| +66% | +$576K | 1.17% | 19 |
|
|
2023
Q4 | $873K | Buy |
36,481
+1,980
| +6% | +$47.4K | 0.89% | 27 |
|
|
2023
Q3 | $798K | Buy |
34,501
+15,339
| +80% | +$355K | 0.86% | 33 |
|
|
2023
Q2 | $450K | Buy |
+19,162
| New | +$450K | 0.51% | 46 |
|