JBA
Johnson Bixby & Associates’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Buy |
31,924
+2,235
| +8% | +$54.2K | 0.11% | 53 |
|
|
2025
Q1 | $718K | Buy |
29,689
+4,309
| +17% | +$104K | 0.11% | 53 |
|
|
2024
Q4 | $608K | Buy |
25,380
+6,161
| +32% | +$148K | 0.09% | 57 |
|
|
2024
Q3 | $468K | Buy |
19,219
+4,474
| +30% | +$109K | 0.07% | 71 |
|
|
2024
Q2 | $350K | Buy |
14,745
+159
| +1% | +$3.77K | 0.06% | 75 |
|
|
2024
Q1 | $347K | Buy |
14,586
+3,760
| +35% | +$89.5K | 0.06% | 83 |
|
|
2023
Q4 | $259K | Buy |
10,826
+142
| +1% | +$3.4K | 0.05% | 89 |
|
|
2023
Q3 | $247K | Buy |
+10,684
| New | +$247K | 0.05% | 86 |
|