Jones Financial Companies’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 | $1.55M | Buy |
64,031
+18,932
| +42% | +$459K | ﹤0.01% | 832 |
|
|
2025
Q1 | $1.09M | Buy |
45,099
+23,481
| +109% | +$568K | ﹤0.01% | 824 |
|
|
2024
Q4 | $518K | Buy |
21,618
+12,882
| +147% | +$309K | ﹤0.01% | 982 |
|
|
2024
Q3 | $213K | Buy |
8,736
+7,762
| +797% | +$189K | ﹤0.01% | 1110 |
|
|
2024
Q2 | $23.1K | Buy |
974
+125
| +15% | +$2.97K | ﹤0.01% | 1503 |
|
|
2024
Q1 | $20.2K | Buy |
+849
| New | +$20.2K | ﹤0.01% | 905 |
|