WJ Wealth Management’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 | $5.74M | Sell |
236,575
-270,238
| -53% | -$6.56M | 1.81% | 20 |
|
|
2025
Q1 | $12.3M | Buy |
506,813
+7,468
| +1% | +$181K | 4.33% | 6 |
|
|
2024
Q4 | $12M | Sell |
499,345
-7,020
| -1% | -$168K | 4.12% | 9 |
|
|
2024
Q3 | $12.3M | Buy |
506,365
+148,917
| +42% | +$3.63M | 4.34% | 9 |
|
|
2024
Q2 | $8.48M | Sell |
357,448
-15,174
| -4% | -$360K | 3.09% | 11 |
|
|
2024
Q1 | $8.87M | Buy |
372,622
+243,659
| +189% | +$5.8M | 3.53% | 11 |
|
|
2023
Q4 | $3.09M | Buy |
+128,963
| New | +$3.09M | 1.34% | 23 |
|