Anchor Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,225
| Closed | -$273K | – | 248 |
|
|
2024
Q3 | $273K | Hold |
11,225
| – | – | 0.01% | 226 |
|
|
2024
Q2 | $267K | Hold |
11,225
| – | – | 0.01% | 226 |
|
|
2024
Q1 | $268K | Hold |
11,225
| – | – | 0.01% | 230 |
|
|
2023
Q4 | $268K | Hold |
11,225
| – | – | 0.01% | 226 |
|
|
2023
Q3 | $262K | Buy |
11,225
+1,285
| +13% | +$30K | 0.01% | 244 |
|
|
2023
Q2 | $233K | Buy |
+9,940
| New | +$233K | 0.01% | 256 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 256 |
|