Sowell Financial Services’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 | $4.02M | Sell |
165,435
-1,489
| -0.9% | -$36.1K | 0.16% | 128 |
|
|
2025
Q1 | $4.04M | Buy |
166,924
+9,572
| +6% | +$231K | 0.18% | 118 |
|
|
2024
Q4 | $3.77M | Buy |
157,352
+40,584
| +35% | +$972K | 0.2% | 118 |
|
|
2024
Q3 | $2.85M | Buy |
116,768
+56,884
| +95% | +$1.39M | 0.13% | 176 |
|
|
2024
Q2 | $1.42M | Buy |
59,884
+17,153
| +40% | +$407K | 0.07% | 282 |
|
|
2024
Q1 | $1.02M | Buy |
42,731
+6,118
| +17% | +$146K | 0.05% | 341 |
|
|
2023
Q4 | $876K | Buy |
+36,613
| New | +$876K | 0.05% | 348 |
|
|
2021
Q1 | – | Sell |
-961
| Closed | -$26K | – | 3192 |
|
|
2020
Q4 | $26K | Hold |
961
| – | – | ﹤0.01% | 1631 |
|
|
2020
Q3 | $26K | Hold |
961
| – | – | ﹤0.01% | 1443 |
|
|
2020
Q2 | $26K | Sell |
961
-18
| -2% | -$487 | ﹤0.01% | 1377 |
|
|
2020
Q1 | $24K | Hold |
979
| – | – | ﹤0.01% | 1325 |
|
|
2019
Q4 | $25K | Buy |
+979
| New | +$25K | ﹤0.01% | 1353 |
|