Harbor Advisory Corp’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 | $850K | Hold |
35,033
| – | – | 0.27% | 56 |
|
|
2025
Q1 | $847K | Hold |
35,033
| – | – | 0.28% | 60 |
|
|
2024
Q4 | $839K | Buy |
35,033
+5,488
| +19% | +$131K | 0.28% | 62 |
|
|
2024
Q3 | $720K | Hold |
29,545
| – | – | 0.24% | 64 |
|
|
2024
Q2 | $701K | Buy |
29,545
+2,850
| +11% | +$67.6K | 0.24% | 63 |
|
|
2024
Q1 | $635K | Buy |
26,695
+360
| +1% | +$8.57K | 0.22% | 63 |
|
|
2023
Q4 | $630K | Hold |
26,335
| – | – | 0.23% | 63 |
|
|
2023
Q3 | $609K | Buy |
+26,335
| New | +$609K | 0.22% | 69 |
|