Phillips Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Hold |
31,980
| – | – | 0.06% | 118 |
|
|
2025
Q1 | $773K | Hold |
31,980
| – | – | 0.06% | 114 |
|
|
2024
Q4 | $766K | Buy |
31,980
+10,000
| +45% | +$240K | 0.06% | 114 |
|
|
2024
Q3 | $536K | Buy |
21,980
+2,076
| +10% | +$50.6K | 0.04% | 132 |
|
|
2024
Q2 | $472K | Buy |
19,904
+13,669
| +219% | +$324K | 0.04% | 134 |
|
|
2024
Q1 | $148K | Buy |
6,235
+3,763
| +152% | +$89.6K | 0.01% | 185 |
|
|
2023
Q4 | $59.2K | Sell |
2,472
-1,139
| -32% | -$27.3K | 0.01% | 190 |
|
|
2023
Q3 | $83.6K | Buy |
3,611
+11
| +0.3% | +$255 | 0.01% | 179 |
|
|
2023
Q2 | $84.5K | Buy |
3,600
+11
| +0.3% | +$258 | 0.01% | 179 |
|
|
2023
Q1 | $85.5K | Buy |
3,589
+1,117
| +45% | +$26.6K | 0.01% | 181 |
|
|
2022
Q4 | $57.8K | Hold |
2,472
| – | – | 0.01% | 173 |
|
|
2022
Q3 | $57K | Buy |
+2,472
| New | +$57K | 0.01% | 166 |
|