Valley Wealth Managers’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 | $1.74M | Buy |
71,659
+22
| +0% | +$534 | 0.13% | 115 |
|
|
2025
Q1 | $1.73M | Sell |
71,637
-1,770
| -2% | -$42.8K | 0.13% | 116 |
|
|
2024
Q4 | $1.76M | Sell |
73,407
-711
| -1% | -$17K | 0.13% | 113 |
|
|
2024
Q3 | $1.81M | Buy |
74,118
+494
| +0.7% | +$12K | 0.13% | 115 |
|
|
2024
Q2 | $1.75M | Buy |
73,624
+2,608
| +4% | +$61.9K | 0.14% | 118 |
|
|
2024
Q1 | $1.69M | Buy |
71,016
+2,919
| +4% | +$69.5K | 0.13% | 115 |
|
|
2023
Q4 | $1.63M | Buy |
68,097
+2,179
| +3% | +$52.1K | 0.13% | 114 |
|
|
2023
Q3 | $1.53M | Sell |
65,918
-1,857
| -3% | -$43K | 0.13% | 120 |
|
|
2023
Q2 | $1.59M | Buy |
67,775
+3,472
| +5% | +$81.5K | 0.14% | 99 |
|
|
2023
Q1 | $1.53M | Buy |
64,303
+2,782
| +5% | +$66.3K | 0.14% | 100 |
|
|
2022
Q4 | $1.44M | Buy |
61,521
+3,488
| +6% | +$81.5K | 0.13% | 102 |
|
|
2022
Q3 | $1.34M | Buy |
58,033
+6,879
| +13% | +$158K | 0.13% | 103 |
|
|
2022
Q2 | $1.22M | Buy |
+51,154
| New | +$1.22M | 0.11% | 106 |
|