Integrated Wealth Concepts’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 | $4.71M | Buy |
194,237
+14,279
| +8% | +$347K | 0.05% | 351 |
|
|
2025
Q1 | $4.35M | Buy |
179,958
+55,060
| +44% | +$1.33M | 0.05% | 351 |
|
|
2024
Q4 | $2.99M | Sell |
124,898
-1,461
| -1% | -$35K | 0.03% | 435 |
|
|
2024
Q3 | $3.08M | Buy |
126,359
+14,656
| +13% | +$357K | 0.04% | 419 |
|
|
2024
Q2 | $2.65M | Sell |
111,703
-1,432
| -1% | -$34K | 0.04% | 423 |
|
|
2024
Q1 | $2.69M | Sell |
113,135
-9,257
| -8% | -$220K | 0.04% | 417 |
|
|
2023
Q4 | $2.93M | Sell |
122,392
-3,755
| -3% | -$89.9K | 0.05% | 354 |
|
|
2023
Q3 | $2.92M | Sell |
126,147
-10,809
| -8% | -$250K | 0.05% | 330 |
|
|
2023
Q2 | $3.22M | Buy |
+136,956
| New | +$3.22M | 0.06% | 317 |
|