Foundation Wealth Management (Missouri)’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 | $2.99M | Sell |
123,149
-1,589
| -1% | -$38.6K | 2.08% | 12 |
|
|
2025
Q1 | $3.02M | Buy |
124,738
+1,752
| +1% | +$42.4K | 2.36% | 11 |
|
|
2024
Q4 | $2.95M | Buy |
122,986
+2,005
| +2% | +$48K | 2.29% | 10 |
|
|
2024
Q3 | $2.95M | Buy |
120,981
+181
| +0.1% | +$4.41K | 2.24% | 11 |
|
|
2024
Q2 | $2.87M | Buy |
120,800
+1,995
| +2% | +$47.3K | 2.25% | 11 |
|
|
2024
Q1 | $2.83M | Buy |
+118,805
| New | +$2.83M | 2.3% | 12 |
|
|
2023
Q4 | – | Hold |
0
| – | -$2.81M | – | 12 |
|
|
2023
Q3 | – | Hold |
0
| – | -$2.85M | – | 9 |
|
|
2023
Q2 | – | Hold |
0
| – | -$2.9M | – | 11 |
|
|
2023
Q1 | – | Hold |
0
| – | -$3.03M | – | 11 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 10 |
|