Duncker Streett & Co’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 | $604K | Hold |
24,883
| – | – | 0.11% | 138 |
|
|
2025
Q1 | $602K | Hold |
24,883
| – | – | 0.12% | 137 |
|
|
2024
Q4 | $596K | Buy |
24,883
+8,180
| +49% | +$196K | 0.11% | 140 |
|
|
2024
Q3 | $407K | Hold |
16,703
| – | – | 0.07% | 175 |
|
|
2024
Q2 | $396K | Buy |
16,703
+1,430
| +9% | +$33.9K | 0.08% | 169 |
|
|
2024
Q1 | $363K | Hold |
15,273
| – | – | 0.07% | 177 |
|
|
2023
Q4 | $365K | Hold |
15,273
| – | – | 0.08% | 174 |
|
|
2023
Q3 | $353K | Buy |
+15,273
| New | +$353K | 0.08% | 169 |
|