Mendota Financial Group’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
Q1 | – | Sell |
-29,178
| Closed | -$699K | – | 213 |
|
|
2024
Q4 | $699K | Sell |
29,178
-22,102
| -43% | -$530K | 0.45% | 21 |
|
|
2024
Q3 | $1.25M | Buy |
51,280
+14,620
| +40% | +$356K | 0.6% | 16 |
|
|
2024
Q2 | $870K | Buy |
36,660
+397
| +1% | +$9.42K | 0.47% | 23 |
|
|
2024
Q1 | $863K | Buy |
36,263
+12,782
| +54% | +$304K | 0.5% | 27 |
|
|
2023
Q4 | $562K | Buy |
+23,481
| New | +$562K | 0.44% | 35 |
|