Mutual 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 | $385K | Sell |
15,898
-761
| -5% | -$18.4K | 0.01% | 890 |
|
|
2025
Q1 | $403K | Sell |
16,659
-208
| -1% | -$5.03K | 0.01% | 801 |
|
|
2024
Q4 | $405K | Sell |
16,867
-3,253
| -16% | -$78.1K | 0.01% | 777 |
|
|
2024
Q3 | $485K | Sell |
20,120
-3,674
| -15% | -$88.7K | 0.01% | 716 |
|
|
2024
Q2 | $570K | Sell |
23,794
-4,780
| -17% | -$115K | 0.02% | 655 |
|
|
2024
Q1 | $680K | Buy |
28,574
+2,484
| +10% | +$59.1K | 0.02% | 598 |
|
|
2023
Q4 | $624K | Buy |
26,090
+14,557
| +126% | +$348K | 0.02% | 595 |
|
|
2023
Q3 | $267K | Hold |
11,533
| – | – | 0.01% | 819 |
|
|
2023
Q2 | $271K | Sell |
11,533
-34
| -0.3% | -$798 | 0.01% | 842 |
|
|
2023
Q1 | $276K | Sell |
11,567
-560
| -5% | -$13.3K | 0.01% | 804 |
|
|
2022
Q4 | $283K | Hold |
12,127
| – | – | 0.01% | 757 |
|
|
2022
Q3 | $279K | Buy |
12,127
+1,291
| +12% | +$29.7K | 0.01% | 732 |
|
|
2022
Q2 | $259K | Buy |
+10,836
| New | +$259K | 0.02% | 716 |
|