Jacobi Capital 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	$796K	Buy	32,818 +1,277	+4%	+$31K	0.05%	300
2025 Q1	$763K	Buy	31,541 +4,426	+16%	+$107K	0.06%	290
2024 Q4	$650K	Buy	27,115 +7,552	+39%	+$181K	0.05%	305
2024 Q3	$477K	Buy	+19,563	New	+$477K	0.04%	363