Venture Visionary 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 | $23.9M | Buy |
982,970
+62,916
| +7% | +$1.53M | 0.9% | 23 |
|
|
2025
Q1 | $22.2M | Buy |
920,054
+64,313
| +8% | +$1.56M | 0.93% | 21 |
|
|
2024
Q4 | $20.5M | Buy |
+855,741
| New | +$20.5M | 0.87% | 23 |
|
|
2024
Q3 | – | Hold |
0
| – | -$13.1M | – | 24 |
|
|
2024
Q2 | – | Sell |
-533,807
| Closed | -$12.7M | – | 41 |
|
|
2024
Q1 | $12.7M | Buy |
533,807
+63,919
| +14% | +$1.52M | 0.6% | 39 |
|
|
2023
Q4 | $11.2M | Buy |
+469,888
| New | +$11.2M | 0.59% | 39 |
|
|
2023
Q3 | – | Hold |
0
| – | -$3.1M | – | 124 |
|
|
2023
Q2 | – | Hold |
0
| – | -$3.03M | – | 127 |
|
|
2023
Q1 | – | Hold |
0
| – | -$6.02M | – | 121 |
|
|
2022
Q4 | – | Sell |
-11,796
| Closed | -$271K | – | 60 |
|
|
2022
Q3 | $271K | Buy |
+11,796
| New | +$271K | 0.02% | 386 |
|