Robinson Smith Wealth 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 | $621K | Hold |
25,586
| – | – | 0.5% | 38 |
|
|
2025
Q1 | $619K | Hold |
25,586
| – | – | 0.52% | 39 |
|
|
2024
Q4 | $613K | Hold |
25,586
| – | – | 0.52% | 39 |
|
|
2024
Q3 | $624K | Buy |
25,586
+151
| +0.6% | +$3.68K | 0.53% | 43 |
|
|
2024
Q2 | $604K | Hold |
25,435
| – | – | 0.53% | 44 |
|
|
2024
Q1 | $605K | Buy |
25,435
+8,100
| +47% | +$193K | 0.58% | 45 |
|
|
2023
Q4 | $415K | Buy |
+17,335
| New | +$415K | 0.41% | 50 |
|