Ogorek Anthony Joseph’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
Q1 | – | Sell |
-3,736
| Closed | -$89K | – | 649 |
|
|
2024
Q4 | $89K | Buy |
3,736
+55
| +1% | +$1.31K | 0.03% | 85 |
|
|
2024
Q3 | $89K | Buy |
3,681
+40
| +1% | +$967 | 0.03% | 79 |
|
|
2024
Q2 | $86K | Buy |
3,641
+39
| +1% | +$921 | 0.03% | 78 |
|
|
2024
Q1 | $85K | Buy |
3,602
+1,065
| +42% | +$25.1K | 0.03% | 81 |
|
|
2023
Q4 | $60K | Buy |
2,537
+199
| +9% | +$4.71K | 0.02% | 96 |
|
|
2023
Q3 | $54K | Hold |
2,338
| – | – | 0.02% | 106 |
|
|
2023
Q2 | $54K | Buy |
+2,338
| New | +$54K | 0.02% | 100 |
|