DSA
Droms Strauss Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.63M | Buy |
190,901
+753
| +0.4% | +$18.3K | 1.42% | 15 |
|
2025
Q1 | $4.6M | Buy |
190,148
+12,992
| +7% | +$314K | 1.58% | 11 |
|
2024
Q4 | $4.24M | Buy |
177,156
+8,365
| +5% | +$200K | 1.39% | 17 |
|
2024
Q3 | $4.11M | Buy |
168,791
+5,277
| +3% | +$129K | 1.46% | 14 |
|
2024
Q2 | $3.88M | Buy |
163,514
+5,912
| +4% | +$140K | 1.4% | 16 |
|
2024
Q1 | $3.75M | Buy |
157,602
+54,740
| +53% | +$1.3M | 1.37% | 14 |
|
2023
Q4 | $2.46M | Buy |
102,862
+2,273
| +2% | +$54.4K | 0.96% | 19 |
|
2023
Q3 | $2.33M | Buy |
100,589
+3,472
| +4% | +$80.4K | 1% | 19 |
|
2023
Q2 | $2.27M | Buy |
+97,117
| New | +$2.27M | 0.95% | 19 |
|