Smith, Moore & Co’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 | $2.14M | Sell |
88,069
-2,891
| -3% | -$70.2K | 0.18% | 109 |
|
|
2025
Q1 | $2.2M | Sell |
90,960
-2,298
| -2% | -$55.6K | 0.2% | 105 |
|
|
2024
Q4 | $2.23M | Buy |
93,258
+19,562
| +27% | +$469K | 0.2% | 103 |
|
|
2024
Q3 | $1.8M | Buy |
73,696
+3,296
| +5% | +$80.3K | 0.17% | 113 |
|
|
2024
Q2 | $1.67M | Buy |
70,400
+19,714
| +39% | +$468K | 0.17% | 117 |
|
|
2024
Q1 | $1.21M | Buy |
50,686
+24,986
| +97% | +$595K | 0.13% | 148 |
|
|
2023
Q4 | $615K | Buy |
+25,700
| New | +$615K | 0.07% | 227 |
|