Great Diamond 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 | $1.53M | Sell |
63,006
-2,271
| -3% | -$55.1K | 0.32% | 79 |
|
|
2025
Q1 | $1.58M | Buy |
65,277
+1,976
| +3% | +$47.8K | 0.43% | 72 |
|
|
2024
Q4 | $1.52M | Buy |
63,301
+769
| +1% | +$18.4K | 0.39% | 71 |
|
|
2024
Q3 | $1.52M | Buy |
62,532
+1,580
| +3% | +$38.5K | 0.39% | 70 |
|
|
2024
Q2 | $1.45M | Sell |
60,952
-1,481
| -2% | -$35.1K | 0.34% | 76 |
|
|
2024
Q1 | $1.49M | Sell |
62,433
-1,997
| -3% | -$47.5K | 0.34% | 74 |
|
|
2023
Q4 | $1.54M | Buy |
64,430
+4,207
| +7% | +$101K | 0.38% | 71 |
|
|
2023
Q3 | $1.39M | Buy |
+60,223
| New | +$1.39M | 0.38% | 73 |
|
|
2023
Q2 | – | Sell |
-60,242
| Closed | -$1.43M | – | 74 |
|
|
2023
Q1 | $1.43M | Buy |
60,242
+900
| +2% | +$21.4K | 0.42% | 63 |
|
|
2022
Q4 | $1.39M | Buy |
+59,342
| New | +$1.39M | 0.43% | 58 |
|