Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-336
| Closed | -$8K | – | 831 |
|
|
2024
Q3 | $8K | Buy |
336
+3
| +0.9% | +$71 | ﹤0.01% | 853 |
|
|
2024
Q2 | $7K | Sell |
333
-1,090
| -77% | -$22.9K | ﹤0.01% | 882 |
|
|
2024
Q1 | $33.9K | Sell |
1,423
-13
| -0.9% | -$310 | 0.01% | 555 |
|
|
2023
Q4 | $34K | Sell |
1,436
-1,087
| -43% | -$25.7K | 0.01% | 539 |
|
|
2023
Q3 | $58.4K | Buy |
+2,523
| New | +$58.4K | 0.02% | 413 |
|
|
2023
Q1 | $70K | Buy |
+2,950
| New | +$70K | 0.03% | 371 |
|
|
2022
Q4 | – | Sell |
-10,383
| Closed | -$238K | – | 666 |
|
|
2022
Q3 | $238K | Sell |
10,383
-102
| -1% | -$2.34K | 0.1% | 173 |
|
|
2022
Q2 | $250K | Sell |
10,485
-839
| -7% | -$20K | 0.11% | 171 |
|
|
2022
Q1 | $282K | Sell |
11,324
-228
| -2% | -$5.68K | 0.11% | 164 |
|
|
2021
Q4 | $307K | Buy |
+11,552
| New | +$307K | 0.11% | 165 |
|