Spectrum Wealth Counsel’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
Q1 | $520K | Sell |
21,522
-2,377
| -10% | -$57.5K | 0.06% | 87 |
|
|
2024
Q4 | $573K | Buy |
23,899
+121
| +0.5% | +$2.9K | 0.07% | 87 |
|
|
2024
Q3 | $579K | Hold |
23,778
| – | – | 0.07% | 88 |
|
|
2024
Q2 | $564K | Buy |
23,778
+2,899
| +14% | +$68.8K | 0.07% | 81 |
|
|
2024
Q1 | $497K | Hold |
20,879
| – | – | 0.06% | 99 |
|
|
2023
Q4 | $500K | Buy |
+20,879
| New | +$500K | 0.07% | 93 |
|