MWM
IBDS icon

Modern Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Modern Wealth Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.03M Buy
165,900
+42,175
+34% +$1.02M 0.1% 180
2025
Q1 		$2.99M Buy
123,725
+36,221
+41% +$876K 0.1% 174
2024
Q4 		$2.1M Buy
+87,504
New +$2.1M 0.08% 177