Wealth Advisory Solutions’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Buy |
21,558
+582
| +3% | +$14.1K | 0.13% | 88 |
|
|
2025
Q1 | $507K | Buy |
+20,976
| New | +$507K | 0.13% | 89 |
|
|
2020
Q4 | – | Sell |
-17,676
| Closed | -$480K | – | 177 |
|
|
2020
Q3 | $480K | Sell |
17,676
-42,480
| -71% | -$1.15M | 0.13% | 113 |
|
|
2020
Q2 | $1.62M | Buy |
60,156
+17,777
| +42% | +$479K | 0.45% | 64 |
|
|
2020
Q1 | $1.04M | Buy |
42,379
+5,285
| +14% | +$130K | 0.35% | 74 |
|
|
2019
Q4 | $964K | Buy |
+37,094
| New | +$964K | 0.25% | 87 |
|