Shufro Rose & Co’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
Q4 | $441K | Sell |
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|
2025
Q3 | $571K | Sell |
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|
2025
Q2 | $675K | Sell |
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|
2025
Q1 | $893K | Sell |
|
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|
2024
Q4 | $82.2M | Sell |
|
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|
2024
Q3 | $129M | Hold |
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|
2024
Q2 | $129M | Buy |
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|
2024
Q1 | $122M | Buy |
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|
2023
Q4 | $767K | Hold |
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|
2023
Q3 | $767K | Buy |
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|
2023
Q2 | $749K | Buy |
|