CVA Family Office’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 | $177K | Hold |
7,295
| – | – | 0.02% | 314 |
|
2025
Q1 | $176K | Hold |
7,295
| – | – | 0.03% | 299 |
|
2024
Q4 | $175K | Hold |
7,295
| – | – | 0.03% | 289 |
|
2024
Q3 | $178K | Buy |
7,295
+4,140
| +131% | +$101K | 0.03% | 281 |
|
2024
Q2 | $74.9K | Hold |
3,155
| – | – | 0.01% | 415 |
|
2024
Q1 | $75.1K | Buy |
+3,155
| New | +$75.1K | 0.01% | 409 |
|