WCG
Weaver Consulting Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.43M | Sell |
59,033
-4,785
| -7% | -$116K | 0.4% | 57 |
|
2025
Q1 | $1.54M | Sell |
63,818
-698
| -1% | -$16.9K | 0.46% | 52 |
|
2024
Q4 | $1.55M | Buy |
64,516
+2,082
| +3% | +$49.9K | 0.48% | 51 |
|
2024
Q3 | $1.52M | Buy |
62,434
+2,023
| +3% | +$49.3K | 0.48% | 50 |
|
2024
Q2 | $1.43M | Buy |
60,411
+2,833
| +5% | +$67.2K | 0.5% | 51 |
|
2024
Q1 | $1.37M | Buy |
57,578
+46,185
| +405% | +$1.1M | 0.51% | 50 |
|
2023
Q4 | $273K | Buy |
11,393
+500
| +5% | +$12K | 0.11% | 154 |
|
2023
Q3 | $252K | Buy |
+10,893
| New | +$252K | 0.11% | 149 |
|