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MONECO Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
139,881
+8,477
| +6% | +$206K | 0.32% | 63 |
|
|
2025
Q1 | $3.18M | Buy |
131,404
+16,408
| +14% | +$397K | 0.33% | 69 |
|
|
2024
Q4 | $2.76M | Buy |
114,996
+16,981
| +17% | +$407K | 0.29% | 85 |
|
|
2024
Q3 | $2.39M | Buy |
98,015
+6,989
| +8% | +$170K | 0.3% | 93 |
|
|
2024
Q2 | $2.16M | Buy |
91,026
+682
| +0.8% | +$16.2K | 0.32% | 91 |
|
|
2024
Q1 | $2.15M | Buy |
90,344
+30,002
| +50% | +$714K | 0.34% | 87 |
|
|
2023
Q4 | $1.44M | Buy |
60,342
+16,469
| +38% | +$394K | 0.28% | 96 |
|
|
2023
Q3 | $1.02M | Buy |
43,873
+64
| +0.1% | +$1.48K | 0.28% | 94 |
|
|
2023
Q2 | $1.03M | Buy |
43,809
+3,837
| +10% | +$90.1K | 0.28% | 93 |
|
|
2023
Q1 | $952K | Buy |
+39,972
| New | +$952K | 0.28% | 92 |
|