Reliant Wealth Planning’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 | $1.35M | Buy |
55,604
+5,362
| +11% | +$130K | 0.53% | 15 |
|
|
2025
Q1 | $1.21M | Buy |
50,242
+153
| +0.3% | +$3.7K | 0.55% | 13 |
|
|
2024
Q4 | $1.2M | Buy |
50,089
+18,457
| +58% | +$442K | 0.56% | 14 |
|
|
2024
Q3 | $771K | Buy |
31,632
+3,705
| +13% | +$90.3K | 0.33% | 15 |
|
|
2024
Q2 | $663K | Buy |
27,927
+8,670
| +45% | +$206K | 0.31% | 15 |
|
|
2024
Q1 | $458K | Hold |
19,257
| – | – | 0.22% | 16 |
|
|
2023
Q4 | $461K | Buy |
19,257
+6,904
| +56% | +$165K | 0.22% | 15 |
|
|
2023
Q3 | $286K | Buy |
+12,353
| New | +$286K | 0.15% | 18 |
|