Global Retirement Partners’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 | $12M | Buy |
+494,190
| New | +$12M | 0.3% | 71 |
|
|
2024
Q4 | $12.4M | Buy |
516,185
+22,115
| +4% | +$530K | 0.35% | 61 |
|
|
2024
Q3 | $12M | Buy |
494,070
+25,698
| +5% | +$626K | 0.36% | 56 |
|
|
2024
Q2 | $11.1M | Buy |
468,372
+64,978
| +16% | +$1.54M | 0.35% | 57 |
|
|
2024
Q1 | $9.6M | Buy |
403,394
+367,641
| +1,028% | +$8.75M | 0.36% | 57 |
|
|
2023
Q4 | $856K | Buy |
35,753
+30,071
| +529% | +$720K | 0.04% | 369 |
|
|
2023
Q3 | $131K | Buy |
5,682
+4,412
| +347% | +$101K | 0.01% | 837 |
|
|
2023
Q2 | $29.8K | Buy |
1,270
+8
| +0.6% | +$188 | ﹤0.01% | 1499 |
|
|
2023
Q1 | $30.2K | Buy |
+1,262
| New | +$30.2K | ﹤0.01% | 1460 |
|