GWA
Gratus 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 | $31.7M | Buy |
1,307,775
+25,856
| +2% | +$628K | 4.81% | 8 |
|
|
2025
Q1 | $31M | Buy |
1,281,919
+36,699
| +3% | +$887K | 5.09% | 7 |
|
|
2024
Q4 | $29.8M | Buy |
1,245,220
+35,309
| +3% | +$846K | 4.77% | 6 |
|
|
2024
Q3 | $29.2M | Buy |
1,209,911
+57,461
| +5% | +$1.39M | 4.77% | 5 |
|
|
2024
Q2 | $27.5M | Buy |
1,152,450
+4,155
| +0.4% | +$99.2K | 4.74% | 6 |
|
|
2024
Q1 | $27M | Buy |
1,148,295
+104,839
| +10% | +$2.46M | 4.96% | 5 |
|
|
2023
Q4 | $25M | Buy |
+1,043,456
| New | +$25M | 4.92% | 4 |
|