WSTAM
Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.9M | Buy |
121,813
+9,400
| +8% | +$224K | 0.08% | 145 |
|
|
2023
Q4 | $2.69M | Sell |
112,413
-46,853
| -29% | -$1.12M | 0.08% | 144 |
|
|
2023
Q3 | $3.69M | Sell |
159,266
-41,050
| -20% | -$950K | 0.13% | 116 |
|
|
2023
Q2 | $4.7M | Sell |
200,316
-2,229,205
| -92% | -$52.3M | 0.16% | 108 |
|
|
2023
Q1 | $57.9M | Buy |
2,429,521
+165,555
| +7% | +$3.94M | 2.01% | 9 |
|
|
2022
Q4 | $52.9M | Buy |
2,263,966
+76,467
| +3% | +$1.79M | 2.01% | 8 |
|
|
2022
Q3 | $50.3M | Buy |
+2,187,499
| New | +$50.3M | 2.16% | 8 |
|