Houlihan Financial Resource Group’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 | $5.28M | Sell |
217,744
-1,377
| -0.6% | -$33.4K | 2.19% | 14 |
|
|
2025
Q1 | $5.3M | Sell |
219,121
-4,765
| -2% | -$115K | 2.38% | 13 |
|
|
2024
Q4 | $5.36M | Buy |
223,886
+15,604
| +7% | +$374K | 2.29% | 14 |
|
|
2024
Q3 | $5.08M | Buy |
208,282
+26,079
| +14% | +$636K | 2.1% | 16 |
|
|
2024
Q2 | $4.32M | Buy |
182,203
+8,253
| +5% | +$196K | 2.95% | 11 |
|
|
2024
Q1 | $4.14M | Buy |
173,950
+23,802
| +16% | +$566K | 1.86% | 18 |
|
|
2023
Q4 | $3.59M | Buy |
150,148
+46,744
| +45% | +$1.12M | 1.74% | 19 |
|
|
2023
Q3 | $2.39M | Sell |
103,404
-790,894
| -88% | -$18.2M | 1.28% | 27 |
|
|
2023
Q2 | $21.1M | Buy |
894,298
+846,998
| +1,791% | +$20M | 0.66% | 30 |
|
|
2023
Q1 | $1.13M | Buy |
+47,300
| New | +$1.13M | 0.61% | 36 |
|