SAG
SageView Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,103
| Closed | -$729K | – | 612 |
|
|
2024
Q1 | $729K | Buy |
+13,103
| New | +$729K | 0.04% | 250 |
|
|
2023
Q4 | – | Sell |
-29,110
| Closed | -$674K | – | 691 |
|
|
2023
Q3 | $674K | Buy |
29,110
+2,916
| +11% | +$67.5K | 0.04% | 275 |
|
|
2023
Q2 | $615K | Buy |
26,194
+17,467
| +200% | +$410K | 0.03% | 316 |
|
|
2023
Q1 | $208K | Sell |
8,727
-2,356
| -21% | -$56.1K | 0.01% | 449 |
|
|
2022
Q4 | $259K | Buy |
+11,083
| New | +$259K | 0.02% | 355 |
|