KA
Klingman & 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 | $24.1M | Buy |
991,308
+449
| +0% | +$10.9K | 1.33% | 23 |
|
|
2025
Q1 | $24M | Buy |
+990,859
| New | +$24M | 1.47% | 22 |
|
|
2024
Q4 | – | Sell |
-1,017,458
| Closed | -$24.8M | – | 21 |
|
|
2024
Q3 | $24.8M | Sell |
1,017,458
-6,617
| -0.6% | -$161K | 1.54% | 21 |
|
|
2024
Q2 | $24.3M | Buy |
+1,024,075
| New | +$24.3M | 1.64% | 19 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 18 |
|
|
2023
Q4 | – | Sell |
-1,061,717
| Closed | -$24.6M | – | 15 |
|
|
2023
Q3 | $24.6M | Buy |
+1,061,717
| New | +$24.6M | 1.99% | 15 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 15 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 15 |
|
|
2022
Q4 | – | Sell |
-660,209
| Closed | -$15.2M | – | 18 |
|
|
2022
Q3 | $15.2M | Buy |
660,209
+164,208
| +33% | +$3.78M | 1.49% | 22 |
|
|
2022
Q2 | $11.8M | Buy |
+496,001
| New | +$11.8M | 1.16% | 25 |
|