Valley Forge Investment Consultants’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 | $327K | Buy |
13,471
+147
| +1% | +$3.57K | 0.1% | 62 |
|
|
2025
Q1 | $322K | Sell |
13,324
-2,208
| -14% | -$53.4K | 0.11% | 58 |
|
|
2024
Q4 | $372K | Buy |
15,532
+227
| +1% | +$5.44K | 0.13% | 57 |
|
|
2024
Q3 | $373K | Buy |
15,305
+167
| +1% | +$4.07K | 0.13% | 55 |
|
|
2024
Q2 | $359K | Buy |
15,138
+164
| +1% | +$3.89K | 0.14% | 58 |
|
|
2024
Q1 | $356K | Buy |
+14,974
| New | +$356K | 0.14% | 52 |
|