Wealth Enhancement Advisory Services’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 | $3.78M | Buy |
156,452
+846
| +0.5% | +$20.4K | 0.01% | 1023 |
|
|
2025
Q1 | $3.76M | Buy |
155,606
+47,793
| +44% | +$1.16M | 0.01% | 932 |
|
|
2024
Q4 | $2.58M | Buy |
107,813
+65,160
| +153% | +$1.56M | ﹤0.01% | 1049 |
|
|
2024
Q3 | $1.04M | Buy |
42,653
+1,724
| +4% | +$42K | ﹤0.01% | 1362 |
|
|
2024
Q2 | $971K | Buy |
40,929
+1,743
| +4% | +$41.4K | ﹤0.01% | 1296 |
|
|
2024
Q1 | $933K | Sell |
39,186
-8,764
| -18% | -$209K | ﹤0.01% | 1268 |
|
|
2023
Q4 | $1.15M | Buy |
47,950
+25,258
| +111% | +$604K | ﹤0.01% | 1111 |
|
|
2023
Q3 | $525K | Buy |
+22,692
| New | +$525K | ﹤0.01% | 1398 |
|