Meredith Wealth Planning’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 | $283K | Sell |
11,653
-284
| -2% | -$6.89K | 0.1% | 51 |
|
|
2025
Q1 | $289K | Sell |
11,937
-37
| -0.3% | -$895 | 0.13% | 43 |
|
|
2024
Q4 | $287K | Buy |
11,974
+176
| +1% | +$4.22K | 0.13% | 44 |
|
|
2024
Q3 | $288K | Buy |
11,798
+129
| +1% | +$3.14K | 0.14% | 40 |
|
|
2024
Q2 | $277K | Buy |
11,669
+97
| +0.8% | +$2.3K | 0.15% | 39 |
|
|
2024
Q1 | $275K | Buy |
11,572
+82
| +0.7% | +$1.95K | 0.15% | 36 |
|
|
2023
Q4 | $275K | Buy |
11,490
+86
| +0.8% | +$2.06K | 0.17% | 37 |
|
|
2023
Q3 | $264K | Buy |
11,404
+122
| +1% | +$2.82K | 0.2% | 35 |
|
|
2023
Q2 | $265K | Buy |
11,282
+102
| +0.9% | +$2.4K | 0.22% | 31 |
|
|
2023
Q1 | $266K | Buy |
11,180
+68
| +0.6% | +$1.62K | 0.21% | 44 |
|
|
2022
Q4 | $260K | Buy |
+11,112
| New | +$260K | 0.22% | 41 |
|