Delap Wealth Advisory’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
Q3 | – | Sell |
-16,996
| Closed | -$403K | – | 85 |
|
|
2024
Q2 | $403K | Buy |
16,996
+8,498
| +100% | +$202K | 0.19% | 58 |
|
|
2024
Q1 | $202K | Sell |
8,498
-8,498
| -50% | -$202K | 0.08% | 247 |
|
|
2023
Q4 | $407K | Buy |
+16,996
| New | +$407K | 0.18% | 59 |
|
|
2023
Q2 | – | Sell |
-8,498
| Closed | -$202K | – | 55 |
|
|
2023
Q1 | $202K | Buy |
+8,498
| New | +$202K | 0.21% | 56 |
|