LifePlan Financial’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 | $2.59M | Sell |
106,728
-1,133
| -1% | -$27.5K | 2.15% | 10 |
|
|
2025
Q1 | $2.61M | Buy |
107,861
+3,380
| +3% | +$81.7K | 2.27% | 9 |
|
|
2024
Q4 | $2.5M | Buy |
104,481
+1,757
| +2% | +$42.1K | 2.21% | 8 |
|
|
2024
Q3 | $2.5M | Buy |
102,724
+1,770
| +2% | +$43.1K | 2.15% | 10 |
|
|
2024
Q2 | $2.4M | Buy |
100,954
+2,030
| +2% | +$48.2K | 2.21% | 10 |
|
|
2024
Q1 | $2.35M | Buy |
98,924
+3,467
| +4% | +$82.5K | 2.16% | 9 |
|
|
2023
Q4 | $2.28M | Buy |
+95,457
| New | +$2.28M | 2.29% | 9 |
|