Steward Partners Investment Advisory’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Steward Partners Investment Advisory’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$501K	Buy
2025 Q2	$465K	Buy
2025 Q1	$381K	Buy
2024 Q4	$348K	Buy
2024 Q3	$28.3K	Buy
2024 Q2	$1.19K	Sell
2024 Q1	$16.6K	Buy