Robinson Smith Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$587K Sell
2025
Q2
$621K Hold
2025
Q1
$619K Hold
2024
Q4
$613K Hold
2024
Q3
$624K Buy
2024
Q2
$604K Hold
2024
Q1
$605K Buy
2023
Q4
$415K Buy