Sowell Financial Services’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
Q3 | $4.29M | Buy |
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|
2025
Q2 | $4.02M | Sell |
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2025
Q1 | $4.04M | Buy |
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|
2024
Q4 | $3.77M | Buy |
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|
2024
Q3 | $2.85M | Buy |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $876K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $26K | Hold |
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|
2020
Q3 | $26K | Hold |
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|
2020
Q2 | $26K | Sell |
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|
2020
Q1 | $24K | Hold |
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|
2019
Q4 | $25K | Buy |
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