Patriot Investment Management Group’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 | $548K | Buy |
22,577
+1,035
| +5% | +$25.1K | 0.04% | 149 |
|
|
2025
Q1 | $521K | Buy |
21,542
+835
| +4% | +$20.2K | 0.04% | 149 |
|
|
2024
Q4 | $496K | Buy |
20,707
+9,702
| +88% | +$232K | 0.04% | 156 |
|
|
2024
Q3 | $268K | Buy |
11,005
+1,025
| +10% | +$25K | 0.02% | 216 |
|
|
2024
Q2 | $237K | Hold |
9,980
| – | – | 0.02% | 222 |
|
|
2024
Q1 | $238K | Hold |
9,980
| – | – | 0.02% | 225 |
|
|
2023
Q4 | $239K | Buy |
+9,980
| New | +$239K | 0.02% | 219 |
|
|
2023
Q1 | – | Sell |
-4,755
| Closed | -$114K | – | 288 |
|
|
2022
Q4 | $114K | Buy |
+4,755
| New | +$114K | 0.01% | 271 |
|
|
2020
Q3 | – | Sell |
-4,385
| Closed | -$118K | – | 395 |
|
|
2020
Q2 | $118K | Buy |
+4,385
| New | +$118K | 0.02% | 250 |
|