Willis Johnson & Associates’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 | $341K | Hold |
14,050
| – | – | 0.02% | 117 |
|
|
2025
Q1 | $340K | Hold |
14,050
| – | – | 0.03% | 112 |
|
|
2024
Q4 | $337K | Hold |
14,050
| – | – | 0.03% | 109 |
|
|
2024
Q3 | $342K | Hold |
14,050
| – | – | 0.03% | 116 |
|
|
2024
Q2 | $333K | Hold |
14,050
| – | – | 0.03% | 110 |
|
|
2024
Q1 | $334K | Hold |
14,050
| – | – | 0.03% | 108 |
|
|
2023
Q4 | $336K | Hold |
14,050
| – | – | 0.03% | 100 |
|
|
2023
Q3 | $325K | Hold |
14,050
| – | – | 0.03% | 97 |
|
|
2023
Q2 | $330K | Sell |
14,050
-375
| -3% | -$8.81K | 0.04% | 93 |
|
|
2023
Q1 | $344K | Buy |
+14,425
| New | +$344K | 0.04% | 88 |
|