Perigon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,041
| Closed | -$239K | – | 883 |
|
|
2024
Q1 | $239K | Sell |
10,041
-1,229
| -11% | -$29.3K | 0.01% | 743 |
|
|
2023
Q4 | $270K | Buy |
11,270
+2,351
| +26% | +$56.3K | 0.01% | 687 |
|
|
2023
Q3 | $206K | Buy |
8,919
+6
| +0.1% | +$139 | 0.01% | 725 |
|
|
2023
Q2 | $209K | Buy |
8,913
+6
| +0.1% | +$141 | 0.01% | 722 |
|
|
2023
Q1 | $212K | Buy |
+8,907
| New | +$212K | 0.01% | 653 |
|