AE Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2K | Hold |
628
| – | – | ﹤0.01% | 1811 |
|
|
2025
Q1 | $15.2K | Hold |
628
| – | – | ﹤0.01% | 1796 |
|
|
2024
Q4 | $15.1K | Buy |
+628
| New | +$15.1K | ﹤0.01% | 1784 |
|
|
2024
Q1 | – | Sell |
-61,340
| Closed | -$1.47M | – | 1535 |
|
|
2023
Q4 | $1.47M | Sell |
61,340
-20,972
| -25% | -$501K | 0.01% | 1019 |
|
|
2023
Q3 | $1.92M | Buy |
+82,312
| New | +$1.92M | 0.01% | 859 |
|