Granite Bay Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24,809
| Closed | -$590K | – | 74 |
|
|
2024
Q1 | $590K | Sell |
24,809
-1,863,358
| -99% | -$44.3M | 0.34% | 43 |
|
|
2023
Q4 | $44M | Sell |
1,888,167
-612,991
| -25% | -$14.3M | 0.39% | 36 |
|
|
2023
Q3 | $58.4M | Buy |
2,501,158
+2,468,958
| +7,668% | +$57.6M | 0.57% | 30 |
|
|
2023
Q2 | $756K | Buy |
32,200
+22,200
| +222% | +$521K | 0.7% | 19 |
|
|
2023
Q1 | $238K | Buy |
+10,000
| New | +$238K | 0.17% | 66 |
|