YWM
Yoder Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Hold |
9,500
| – | – | 0.12% | 102 |
|
|
2025
Q1 | $230K | Hold |
9,500
| – | – | 0.13% | 97 |
|
|
2024
Q4 | $228K | Sell |
9,500
-9,300
| -49% | -$223K | 0.13% | 99 |
|
|
2024
Q3 | $458K | Hold |
18,800
| – | – | 0.28% | 62 |
|
|
2024
Q2 | $446K | Hold |
18,800
| – | – | 0.29% | 61 |
|
|
2024
Q1 | $447K | Buy |
+18,800
| New | +$447K | 0.29% | 62 |
|