Mayflower Financial Advisors’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 | $387K | Buy |
15,947
+1,000
| +7% | +$24.3K | 0.05% | 275 |
|
|
2025
Q1 | $361K | Buy |
14,947
+6,500
| +77% | +$157K | 0.05% | 272 |
|
|
2024
Q4 | $202K | Hold |
8,447
| – | – | 0.03% | 369 |
|
|
2024
Q3 | $206K | Sell |
8,447
-1,692
| -17% | -$41.2K | 0.03% | 359 |
|
|
2024
Q2 | $241K | Hold |
10,139
| – | – | 0.04% | 310 |
|
|
2024
Q1 | $241K | Buy |
+10,139
| New | +$241K | 0.04% | 313 |
|