AWM
Atticus Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,000
| Closed | -$173K | – | 615 |
|
|
2022
Q1 | $173K | Hold |
7,000
| – | – | 0.06% | 154 |
|
|
2021
Q4 | $182K | Hold |
7,000
| – | – | 0.07% | 130 |
|
|
2021
Q3 | $186K | Hold |
7,000
| – | – | 0.08% | 108 |
|
|
2021
Q2 | $186K | Hold |
7,000
| – | – | 0.08% | 120 |
|
|
2021
Q1 | $185K | Hold |
7,000
| – | – | 0.09% | 114 |
|
|
2020
Q4 | $190K | Hold |
7,000
| – | – | 0.1% | 100 |
|
|
2020
Q3 | $188K | Hold |
7,000
| – | – | 0.11% | 90 |
|
|
2020
Q2 | $187K | Hold |
7,000
| – | – | 0.12% | 89 |
|
|
2020
Q1 | $172K | Hold |
7,000
| – | – | 0.14% | 85 |
|
|
2019
Q4 | $179K | Buy |
+7,000
| New | +$179K | 0.11% | 90 |
|