Prime Capital Investment Advisors’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 | $1.39M | Sell |
57,111
-42,924
| -43% | -$1.04M | 0.02% | 406 |
|
2025
Q1 | $2.42M | Buy |
100,035
+43,199
| +76% | +$1.04M | 0.03% | 333 |
|
2024
Q4 | $1.36M | Buy |
56,836
+3,129
| +6% | +$75K | 0.02% | 369 |
|
2024
Q3 | $1.31M | Buy |
53,707
+6,242
| +13% | +$152K | 0.02% | 385 |
|
2024
Q2 | $1.13M | Sell |
47,465
-3,994
| -8% | -$94.8K | 0.02% | 410 |
|
2024
Q1 | $1.22M | Buy |
51,459
+5,648
| +12% | +$134K | 0.02% | 432 |
|
2023
Q4 | $1.1M | Buy |
+45,811
| New | +$1.1M | 0.02% | 415 |
|