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New England Private Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

New England Private Wealth Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.8M Buy
74,358
+232
+0.3% +$5.62K 0.26% 65
2025
Q1 		$1.79M Buy
74,126
+24,560
+50% +$594K 0.28% 60
2024
Q4 		$1.19M Buy
+49,566
New +$1.19M 0.19% 78