LHC
Little House Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$19.6K | 0.45% | 61 |
|
|
2023
Q3 | $1.19M | Buy |
51,251
+5,006
| +11% | +$116K | 0.49% | 59 |
|
|
2023
Q2 | $1.09M | Buy |
46,245
+2,002
| +5% | +$47K | 0.46% | 61 |
|
|
2023
Q1 | $1.05M | Buy |
44,243
+1,296
| +3% | +$30.9K | 0.5% | 59 |
|
|
2022
Q4 | $1M | Buy |
42,947
+3,954
| +10% | +$92.4K | 0.5% | 52 |
|
|
2022
Q3 | $897K | Buy |
38,993
+2,838
| +8% | +$65.3K | 0.48% | 56 |
|
|
2022
Q2 | $863K | Buy |
36,155
+12,362
| +52% | +$295K | 0.46% | 59 |
|
|
2022
Q1 | $593K | Sell |
23,793
-3,867
| -14% | -$96.4K | 0.3% | 88 |
|
|
2021
Q4 | $735K | Sell |
27,660
-438
| -2% | -$11.6K | 0.39% | 78 |
|
|
2021
Q3 | $758K | Sell |
28,098
-547
| -2% | -$14.8K | 0.44% | 65 |
|
|
2021
Q2 | $775K | Buy |
+28,645
| New | +$775K | 0.42% | 75 |
|