HIA
Harbor Investment Advisory’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 | $1.86M | Buy |
76,784
+32,976
| +75% | +$800K | 0.17% | 106 |
|
|
2025
Q1 | $1.06M | Buy |
43,808
+3,258
| +8% | +$78.8K | 0.1% | 150 |
|
|
2024
Q4 | $972K | Buy |
40,550
+1,077
| +3% | +$25.8K | 0.09% | 151 |
|
|
2024
Q3 | $962K | Buy |
39,473
+10,977
| +39% | +$268K | 0.09% | 162 |
|
|
2024
Q2 | $676K | Buy |
28,496
+6,646
| +30% | +$158K | 0.07% | 195 |
|
|
2024
Q1 | $520K | Buy |
+21,850
| New | +$520K | 0.05% | 221 |
|