Steward Partners Investment Advisory’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 | $465K | Buy |
19,157
+3,389
| +21% | +$82.3K | ﹤0.01% | 1334 |
|
|
2025
Q1 | $381K | Buy |
15,768
+1,254
| +9% | +$30.3K | ﹤0.01% | 1336 |
|
|
2024
Q4 | $348K | Buy |
14,514
+13,354
| +1,151% | +$320K | ﹤0.01% | 1329 |
|
|
2024
Q3 | $28.3K | Buy |
1,160
+1,110
| +2,220% | +$27.1K | ﹤0.01% | 2496 |
|
|
2024
Q2 | $1.19K | Sell |
50
-646
| -93% | -$15.3K | ﹤0.01% | 3376 |
|
|
2024
Q1 | $16.6K | Buy |
+696
| New | +$16.6K | ﹤0.01% | 2594 |
|