Lee Financial’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $473K | Hold |
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|
2025
Q2 | $472K | Hold |
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|
2025
Q1 | $470K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $474K | Buy |
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|
2024
Q2 | – | Hold |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $465K | Hold |
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|
2023
Q3 | $450K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.96M | Hold |
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|
2019
Q2 | $1.92M | Hold |
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|
2019
Q1 | $1.85M | Hold |
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|
2018
Q4 | $1.76M | Hold |
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|
2018
Q3 | $1.78M | Hold |
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|
2018
Q2 | $1.78M | Buy |
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