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Dakota Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Dakota Wealth Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$305K Sell
12,550
-600
-5% -$14.6K 0.01% 613
2025
Q1 		$318K Hold
13,150
– – 0.01% 594
2024
Q4 		$315K Buy
+13,150
New +$315K 0.01% 592