Ritholtz 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 | $564K | Sell |
23,259
-1,302
| -5% | -$31.6K | 0.01% | 606 |
|
|
2025
Q1 | $594K | Sell |
24,561
-1,413
| -5% | -$34.2K | 0.02% | 545 |
|
|
2024
Q4 | $622K | Sell |
25,974
-666
| -3% | -$16K | 0.02% | 501 |
|
|
2024
Q3 | $649K | Sell |
26,640
-27,740
| -51% | -$676K | 0.02% | 493 |
|
|
2024
Q2 | $1.29M | Sell |
54,380
-1,440
| -3% | -$34.2K | 0.04% | 288 |
|
|
2024
Q1 | $1.33M | Buy |
55,820
+35,860
| +180% | +$853K | 0.05% | 288 |
|
|
2023
Q4 | $478K | Hold |
19,960
| – | – | 0.02% | 500 |
|
|
2023
Q3 | $462K | Buy |
19,960
+2,000
| +11% | +$46.3K | 0.02% | 469 |
|
|
2023
Q2 | $422K | Hold |
17,960
| – | – | 0.02% | 467 |
|
|
2023
Q1 | $428K | Hold |
17,960
| – | – | 0.02% | 443 |
|
|
2022
Q4 | $420K | Buy |
+17,960
| New | +$420K | 0.02% | 400 |
|