Highland Financial Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Highland Financial Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$258K	Hold
2025 Q2	$257K	Hold
2025 Q1	$256K	Hold
2024 Q4	$254K	Hold
2024 Q3	$258K	Hold
2024 Q2	$252K	Hold
2024 Q1	$252K	Hold
2023 Q4	$254K	Buy