WealthTrust Axiom’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 | $1.55M | Hold |
63,700
| – | – | 0.45% | 52 |
|
|
2025
Q1 | $1.54M | Hold |
63,700
| – | – | 0.47% | 47 |
|
|
2024
Q4 | $1.53M | Buy |
63,700
+2,400
| +4% | +$57.5K | 0.45% | 49 |
|
|
2024
Q3 | $1.49M | Buy |
61,300
+2,000
| +3% | +$48.7K | 0.44% | 50 |
|
|
2024
Q2 | $1.41M | Sell |
59,300
-700
| -1% | -$16.6K | 0.47% | 51 |
|
|
2024
Q1 | $1.43M | Buy |
+60,000
| New | +$1.43M | 0.46% | 52 |
|