Woodmont Investment Counsel’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 | $35.8M | Buy |
1,474,249
+42,117
| +3% | +$1.02M | 2.36% | 9 |
|
|
2025
Q1 | $34.6M | Buy |
1,432,132
+75,536
| +6% | +$1.83M | 2.5% | 7 |
|
|
2024
Q4 | $32.5M | Buy |
1,356,596
+69,483
| +5% | +$1.66M | 2.4% | 8 |
|
|
2024
Q3 | $31.4M | Buy |
1,287,113
+89,378
| +7% | +$2.18M | 2.36% | 8 |
|
|
2024
Q2 | $28.4M | Buy |
1,197,735
+42,136
| +4% | +$1,000K | 2.32% | 7 |
|
|
2024
Q1 | $27.5M | Buy |
1,155,599
+83,634
| +8% | +$1.99M | 2.32% | 7 |
|
|
2023
Q4 | $25.7M | Buy |
1,071,965
+346,903
| +48% | +$8.3M | 2.4% | 7 |
|
|
2023
Q3 | $16.8M | Buy |
725,062
+141,312
| +24% | +$3.27M | 1.78% | 8 |
|
|
2023
Q2 | $13.7M | Buy |
583,750
+69,317
| +13% | +$1.63M | 1.42% | 17 |
|
|
2023
Q1 | $12.3M | Buy |
514,433
+104,919
| +26% | +$2.5M | 1.3% | 19 |
|
|
2022
Q4 | $9.57M | Buy |
409,514
+52,086
| +15% | +$1.22M | 1.08% | 25 |
|
|
2022
Q3 | $8.22M | Buy |
357,428
+113,345
| +46% | +$2.61M | 1.03% | 27 |
|
|
2022
Q2 | $5.83M | Buy |
244,083
+59,080
| +32% | +$1.41M | 0.72% | 43 |
|
|
2022
Q1 | $4.61M | Buy |
185,003
+110,760
| +149% | +$2.76M | 0.53% | 52 |
|
|
2021
Q4 | $1.97M | Buy |
74,243
+47,380
| +176% | +$1.26M | 0.25% | 86 |
|
|
2021
Q3 | $725K | Buy |
+26,863
| New | +$725K | 0.11% | 131 |
|