Atwater Malick’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 | $766K | Hold |
31,572
| – | – | 0.24% | 48 |
|
|
2025
Q1 | $764K | Buy |
31,572
+6,918
| +28% | +$167K | 0.26% | 46 |
|
|
2024
Q4 | $593K | Hold |
24,654
| – | – | 0.2% | 48 |
|
|
2024
Q3 | $599K | Buy |
24,654
+145
| +0.6% | +$3.52K | 0.19% | 49 |
|
|
2024
Q2 | $584K | Hold |
24,509
| – | – | 0.2% | 49 |
|
|
2024
Q1 | $585K | Buy |
24,509
+1,270
| +5% | +$30.3K | 0.21% | 52 |
|
|
2023
Q4 | $555K | Buy |
23,239
+3,900
| +20% | +$93.2K | 0.22% | 47 |
|
|
2023
Q3 | $451K | Buy |
19,339
+4,055
| +27% | +$94.6K | 0.2% | 49 |
|
|
2023
Q2 | $359K | Buy |
15,284
+1,050
| +7% | +$24.6K | 0.15% | 52 |
|
|
2023
Q1 | $338K | Buy |
14,234
+1,290
| +10% | +$30.6K | 0.16% | 45 |
|
|
2022
Q4 | $302K | Buy |
12,944
+440
| +4% | +$10.3K | 0.15% | 46 |
|
|
2022
Q3 | $289K | Buy |
12,504
+1,885
| +18% | +$43.6K | 0.16% | 45 |
|
|
2022
Q2 | $253K | Buy |
10,619
+1,260
| +13% | +$30K | 0.13% | 47 |
|
|
2022
Q1 | $231K | Buy |
9,359
+1,214
| +15% | +$30K | 0.11% | 50 |
|
|
2021
Q4 | $212K | Sell |
8,145
-156
| -2% | -$4.06K | 0.1% | 53 |
|
|
2021
Q3 | $220K | Buy |
+8,301
| New | +$220K | 0.12% | 50 |
|