Godshalk Welsh Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
85,500
+12,800
| +18% | +$311K | 1.28% | 21 |
|
|
2025
Q1 | $1.76M | Buy |
72,700
+14,000
| +24% | +$339K | 1.15% | 25 |
|
|
2024
Q4 | $1.41M | Buy |
58,700
+22,550
| +62% | +$540K | 0.91% | 33 |
|
|
2024
Q3 | $881K | Buy |
36,150
+10,801
| +43% | +$263K | 0.56% | 61 |
|
|
2024
Q2 | $602K | Buy |
25,349
+13,849
| +120% | +$329K | 0.4% | 74 |
|
|
2024
Q1 | $274K | Buy |
+11,500
| New | +$274K | 0.18% | 106 |
|