RW
RVW Wealth’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 | $24.8M | Buy |
1,022,940
+55,018
| +6% | +$1.34M | 2.11% | 16 |
|
|
2025
Q1 | $23.4M | Buy |
967,922
+11,878
| +1% | +$287K | 2.2% | 15 |
|
|
2024
Q4 | $22.9M | Buy |
956,044
+80,187
| +9% | +$1.92M | 2.14% | 17 |
|
|
2024
Q3 | $21.3M | Buy |
875,857
+73,089
| +9% | +$1.78M | 1.98% | 18 |
|
|
2024
Q2 | $19M | Buy |
802,768
+85,938
| +12% | +$2.04M | 1.9% | 18 |
|
|
2024
Q1 | $17.1M | Sell |
716,830
-13,486
| -2% | -$321K | 1.75% | 23 |
|
|
2023
Q4 | $17.5M | Buy |
730,316
+183
| +0% | +$4.38K | 1.92% | 21 |
|
|
2023
Q3 | $16.9M | Sell |
730,133
-15,524
| -2% | -$359K | 2.04% | 20 |
|
|
2023
Q2 | $17.5M | Sell |
745,657
-7,560
| -1% | -$178K | 2.07% | 21 |
|
|
2023
Q1 | $17.9M | Buy |
753,217
+5,002
| +0.7% | +$119K | 2.22% | 19 |
|
|
2022
Q4 | $17.5M | Buy |
748,215
+710,224
| +1,869% | +$16.6M | 2.23% | 20 |
|
|
2022
Q3 | $874K | Buy |
+37,991
| New | +$874K | 0.12% | 79 |
|
|
2022
Q2 | – | Sell |
-14,316
| Closed | -$357K | – | 134 |
|
|
2022
Q1 | $357K | Buy |
14,316
+2,855
| +25% | +$71.2K | 0.04% | 107 |
|
|
2021
Q4 | $304K | Sell |
11,461
-8,112
| -41% | -$215K | 0.03% | 109 |
|
|
2021
Q3 | $1M | Buy |
19,573
+1,328
| +7% | +$67.8K | 0.12% | 69 |
|
|
2021
Q2 | $0 | Buy |
18,245
+4,551
| +33% | – | ﹤0.01% | 92 |
|
|
2021
Q1 | $1M | Buy |
+13,694
| New | +$1M | 0.13% | 76 |
|