Spire Wealth Management’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 | $25.3K | Hold |
1,042
| – | – | ﹤0.01% | 1427 |
|
|
2025
Q1 | $25.2K | Buy |
+1,042
| New | +$25.2K | ﹤0.01% | 1523 |
|
|
2022
Q2 | – | Sell |
-49
| Closed | -$1K | – | 2746 |
|
|
2022
Q1 | $1K | Hold |
49
| – | – | ﹤0.01% | 2470 |
|
|
2021
Q4 | $1K | Hold |
49
| – | – | ﹤0.01% | 2870 |
|
|
2021
Q3 | $1K | Hold |
49
| – | – | ﹤0.01% | 2530 |
|
|
2021
Q2 | $1K | Hold |
49
| – | – | ﹤0.01% | 2535 |
|
|
2021
Q1 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 2937 |
|