Ownership history in REBALANCE, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which REBALANCE, LLC reported a position in ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 772,355 | +71,100 | +10.1% | 1.10% | $18.8M | $24.11 |
| 2025 Q3 | ADDED | 701,255 | +248,527 | +54.9% | 1.03% | $17.1M | $23.82 |
| 2025 Q2 | ADDED | 452,728 | +6,227 | +1.4% | 0.75% | $11.0M | $23.50 |
| 2025 Q1 | ADDED | 446,501 | +87,992 | +24.5% | 0.79% | $10.8M | $23.15 |
As of 2025 Q4 — sorted by position size