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LHC
Little House Capital’s
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
Stock Holding History
Little House Capital’s Portfolio
IBDS Stock Details
IBDS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-44,743
Closed
-$1.06M
–
118
2024
Q1
$1.06M
Sell
44,743
-7,326
-14%
-$174K
0.35%
68
2023
Q4
$1.25M
Buy
52,069
+818
+2%
+$19.1K
0.45%
61
2023
Q3
$1.19M
Buy
51,251
+5,006
+11%
+$117K
0.49%
59
2023
Q2
$1.09M
Buy
46,245
+2,002
+5%
+$47.4K
0.46%
61
2023
Q1
$1.05M
Buy
44,243
+1,296
+3%
+$30.6K
0.5%
59
2022
Q4
$1M
Buy
42,947
+3,954
+10%
+$91.7K
0.5%
52
2022
Q3
$897K
Buy
38,993
+2,838
+8%
+$67.8K
0.48%
56
2022
Q2
$863K
Buy
36,155
+12,362
+52%
+$299K
0.46%
59
2022
Q1
$593K
Sell
23,793
-3,867
-14%
-$99.2K
0.3%
88
2021
Q4
$735K
Sell
27,660
-438
-2%
-$11.7K
0.39%
78
2021
Q3
$758K
Sell
28,098
-547
-2%
-$14.8K
0.44%
65
2021
Q2
$775K
Buy
+28,645
New
+$772K
0.42%
75
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CAI
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$6.22B AUM
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$1.66T AUM
25.57%
1-Year Est. Return
ACA
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$11.9B AUM
17.41%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
CIA
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Atlanta, Georgia
$6.84B AUM
17.28%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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