Roble Belko & Company’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 | $385K | Hold |
15,865
| – | – | 0.06% | 84 |
|
|
2025
Q1 | $384K | Hold |
15,865
| – | – | 0.06% | 83 |
|
|
2024
Q4 | $380K | Buy |
15,865
+1,466
| +10% | +$35.1K | 0.06% | 85 |
|
|
2024
Q3 | $351K | Buy |
14,399
+746
| +5% | +$18.2K | 0.06% | 85 |
|
|
2024
Q2 | $324K | Hold |
13,653
| – | – | 0.05% | 86 |
|
|
2024
Q1 | $325K | Hold |
13,653
| – | – | 0.06% | 86 |
|
|
2023
Q4 | $327K | Buy |
13,653
+1,539
| +13% | +$36.9K | 0.06% | 74 |
|
|
2023
Q3 | $280K | Buy |
12,114
+2,335
| +24% | +$54K | 0.06% | 75 |
|
|
2023
Q2 | $230K | Hold |
9,779
| – | – | 0.05% | 79 |
|
|
2023
Q1 | $233K | Hold |
9,779
| – | – | 0.05% | 85 |
|
|
2022
Q4 | $229K | Hold |
9,779
| – | – | 0.05% | 89 |
|
|
2022
Q3 | $225K | Hold |
9,779
| – | – | 0.05% | 84 |
|
|
2022
Q2 | $233K | Hold |
9,779
| – | – | 0.05% | 88 |
|
|
2022
Q1 | $244K | Hold |
9,779
| – | – | 0.05% | 93 |
|
|
2021
Q4 | $260K | Hold |
9,779
| – | – | 0.05% | 87 |
|
|
2021
Q3 | $264K | Hold |
9,779
| – | – | 0.05% | 75 |
|
|
2021
Q2 | $265K | Hold |
9,779
| – | – | 0.06% | 81 |
|
|
2021
Q1 | $261K | Hold |
9,779
| – | – | 0.06% | 75 |
|
|
2020
Q4 | $270K | Hold |
9,779
| – | – | 0.07% | 71 |
|
|
2020
Q3 | $265K | Hold |
9,779
| – | – | 0.08% | 71 |
|
|
2020
Q2 | $264K | Buy |
9,779
+7,493
| +328% | +$202K | 0.08% | 73 |
|
|
2020
Q1 | $56K | Buy |
2,286
+801
| +54% | +$19.6K | 0.02% | 141 |
|
|
2019
Q4 | $39K | Buy |
+1,485
| New | +$39K | 0.01% | 164 |
|