Financial Gravity Asset Management’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
Q1 | – | Sell |
-248
| Closed | -$5.82K | – | 2034 |
|
|
2023
Q4 | $5.82K | Buy |
248
+124
| +100% | +$2.91K | ﹤0.01% | 859 |
|
|
2023
Q3 | $2.85K | Buy |
+124
| New | +$2.85K | ﹤0.01% | 680 |
|
|
2023
Q2 | – | Sell |
-24
| Closed | -$2.96K | – | 1722 |
|
|
2023
Q1 | $2.96K | Buy |
+24
| New | +$2.96K | 0.09% | 242 |
|
|
2022
Q4 | – | Sell |
-92
| Closed | -$2.85K | – | 1489 |
|
|
2022
Q3 | $2.85K | Sell |
92
-4
| -4% | -$124 | 0.1% | 219 |
|
|
2022
Q2 | $2.96K | Sell |
96
-4
| -4% | -$123 | 0.09% | 217 |
|
|
2022
Q1 | $3.1K | Sell |
100
-8
| -7% | -$248 | 0.09% | 201 |
|
|
2021
Q4 | $3.29K | Sell |
108
-112
| -51% | -$3.41K | 0.07% | 265 |
|
|
2021
Q3 | $27K | Hold |
220
| – | – | 0.01% | 733 |
|
|
2021
Q2 | $27K | Buy |
+220
| New | +$27K | 0.01% | 738 |
|