Seven Springs Wealth Group’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 | $19.6M | Buy |
808,173
+75,713
| +10% | +$1.84M | 4.86% | 5 |
|
|
2025
Q1 | $17.7M | Buy |
732,460
+71,425
| +11% | +$1.73M | 6.31% | 4 |
|
|
2024
Q4 | $15.8M | Buy |
661,035
+54,410
| +9% | +$1.3M | 5.9% | 4 |
|
|
2024
Q3 | $14.8M | Buy |
606,625
+26,065
| +4% | +$635K | 5.37% | 5 |
|
|
2024
Q2 | $13.8M | Buy |
580,560
+123,970
| +27% | +$2.94M | 5.39% | 4 |
|
|
2024
Q1 | $10.9M | Buy |
+456,590
| New | +$10.9M | 4.17% | 6 |
|