Focus Partners Wealth’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 | $4.29M | Buy |
+176,746
| New | +$4.29M | 0.01% | 716 |
|
|
2025
Q1 | – | Sell |
-42,892
| Closed | -$1.03M | – | 879 |
|
|
2024
Q4 | $1.03M | Sell |
42,892
-12,400
| -22% | -$297K | ﹤0.01% | 1047 |
|
|
2024
Q3 | $1.35M | Buy |
55,292
+21,020
| +61% | +$512K | ﹤0.01% | 865 |
|
|
2024
Q2 | $813K | Buy |
34,272
+18,660
| +120% | +$443K | ﹤0.01% | 838 |
|
|
2024
Q1 | $372K | Hold |
15,612
| – | – | ﹤0.01% | 785 |
|
|
2023
Q4 | $374K | Buy |
+15,612
| New | +$374K | ﹤0.01% | 627 |
|