PWM
Praetorian Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.81M | Buy |
239,310
+7,355
| +3% | +$179K | 1.34% | 19 |
|
2025
Q1 | $5.61M | Buy |
231,955
+17,052
| +8% | +$412K | 1.37% | 17 |
|
2024
Q4 | $5.15M | Buy |
214,903
+10,250
| +5% | +$246K | 1.25% | 20 |
|
2024
Q3 | $4.99M | Buy |
204,653
+1,793
| +0.9% | +$43.7K | 1.24% | 21 |
|
2024
Q2 | $4.81M | Buy |
202,860
+11,140
| +6% | +$264K | 1.23% | 21 |
|
2024
Q1 | $4.56M | Buy |
191,720
+8,386
| +5% | +$200K | 1.22% | 22 |
|
2023
Q4 | $4.39M | Buy |
183,334
+1,604
| +0.9% | +$38.4K | 1.27% | 23 |
|
2023
Q3 | $4.21M | Buy |
181,730
+11,387
| +7% | +$263K | 1.34% | 24 |
|
2023
Q2 | $4M | Buy |
170,343
+6,628
| +4% | +$156K | 1.24% | 24 |
|
2023
Q1 | $3.9M | Buy |
163,715
+11,909
| +8% | +$284K | 1.27% | 27 |
|
2022
Q4 | $3.55M | Buy |
151,806
+25,033
| +20% | +$585K | 1.28% | 26 |
|
2022
Q3 | $2.92M | Buy |
126,773
+3,688
| +3% | +$84.8K | 1.09% | 27 |
|
2022
Q2 | $2.94M | Buy |
123,085
+9,771
| +9% | +$233K | 1.08% | 28 |
|
2022
Q1 | $2.83M | Buy |
113,314
+13,923
| +14% | +$347K | 0.96% | 27 |
|
2021
Q4 | $2.64M | Buy |
99,391
+9,911
| +11% | +$263K | 0.86% | 28 |
|
2021
Q3 | $2.41M | Buy |
89,480
+6,029
| +7% | +$163K | 0.82% | 29 |
|
2021
Q2 | $2.26M | Buy |
83,451
+8,572
| +11% | +$232K | 0.75% | 30 |
|
2021
Q1 | $2M | Buy |
74,879
+15,097
| +25% | +$403K | 0.7% | 30 |
|
2020
Q4 | $1.65M | Buy |
59,782
+34,251
| +134% | +$944K | 0.63% | 31 |
|
2020
Q3 | $693K | Buy |
25,531
+15,893
| +165% | +$431K | 0.31% | 34 |
|
2020
Q2 | $260K | Buy |
+9,638
| New | +$260K | 0.13% | 50 |
|