FMWA
Forvis Mazars Wealth 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 | $1.95M | Buy |
80,382
+13,368
| +20% | +$324K | 0.04% | 157 |
|
|
2025
Q1 | $1.62M | Buy |
67,014
+14,443
| +27% | +$349K | 0.04% | 169 |
|
|
2024
Q4 | $1.26M | Buy |
+52,571
| New | +$1.26M | 0.03% | 199 |
|
|
2024
Q3 | – | Sell |
-53,531
| Closed | -$1.27M | – | 204 |
|
|
2024
Q2 | $1.27M | Buy |
+53,531
| New | +$1.27M | 0.03% | 192 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 212 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 256 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 260 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 361 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 331 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 327 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 337 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 301 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 222 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 206 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 202 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 201 |
|
|
2021
Q1 | – | Sell |
-8,000
| Closed | -$221K | – | 231 |
|
|
2020
Q4 | $221K | Hold |
8,000
| – | – | 0.01% | 337 |
|
|
2020
Q3 | $217K | Hold |
8,000
| – | – | 0.01% | 303 |
|
|
2020
Q2 | $216K | Buy |
+8,000
| New | +$216K | 0.01% | 291 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 295 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 277 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 251 |
|