Horizons Wealth Management’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 | $248K | Hold |
10,230
| – | – | 0.18% | 58 |
|
|
2025
Q1 | $247K | Buy |
10,230
+1,589
| +18% | +$38.4K | 0.18% | 55 |
|
|
2024
Q4 | $207K | Buy |
8,641
+941
| +12% | +$22.5K | 0.16% | 59 |
|
|
2024
Q3 | $188K | Buy |
7,700
+53
| +0.7% | +$1.29K | 0.14% | 62 |
|
|
2024
Q2 | $183K | Hold |
7,647
| – | – | 0.14% | 63 |
|
|
2024
Q1 | $183K | Hold |
7,647
| – | – | 0.12% | 65 |
|
|
2023
Q4 | $183K | Buy |
7,647
+883
| +13% | +$21.1K | 0.12% | 65 |
|
|
2023
Q3 | $157K | Hold |
6,764
| – | – | 0.11% | 67 |
|
|
2023
Q2 | $159K | Hold |
6,764
| – | – | 0.11% | 68 |
|
|
2023
Q1 | $161K | Hold |
6,764
| – | – | 0.12% | 63 |
|
|
2022
Q4 | $158K | Buy |
6,764
+4,350
| +180% | +$102K | 0.13% | 65 |
|
|
2022
Q3 | $56K | Hold |
2,414
| – | – | 0.05% | 74 |
|
|
2022
Q2 | $59K | Buy |
+2,414
| New | +$59K | 0.05% | 75 |
|