Summit Wealth Partners’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 | $424K | Hold |
17,467
| – | – | 0.08% | 144 |
|
|
2025
Q1 | $422K | Sell |
17,467
-211
| -1% | -$5.1K | 0.09% | 139 |
|
|
2024
Q4 | $424K | Sell |
17,678
-278
| -2% | -$6.66K | 0.09% | 133 |
|
|
2024
Q3 | $438K | Hold |
17,956
| – | – | 0.08% | 149 |
|
|
2024
Q2 | $426K | Buy |
17,956
+845
| +5% | +$20.1K | 0.09% | 145 |
|
|
2024
Q1 | $407K | Sell |
17,111
-1,229
| -7% | -$29.3K | 0.09% | 144 |
|
|
2023
Q4 | $439K | Buy |
18,340
+2,782
| +18% | +$66.6K | 0.1% | 128 |
|
|
2023
Q3 | $360K | Buy |
15,558
+2,129
| +16% | +$49.3K | 0.09% | 130 |
|
|
2023
Q2 | $315K | Buy |
13,429
+846
| +7% | +$19.9K | 0.08% | 141 |
|
|
2023
Q1 | $300K | Buy |
12,583
+2,913
| +30% | +$69.4K | 0.08% | 145 |
|
|
2022
Q4 | $226K | Buy |
+9,670
| New | +$226K | 0.06% | 161 |
|