Autumn Glory Partners’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 | $644K | Sell |
26,550
-261
| -1% | -$6.33K | 0.3% | 89 |
|
|
2025
Q1 | $649K | Buy |
26,811
+2,000
| +8% | +$48.4K | 0.32% | 90 |
|
|
2024
Q4 | $597K | Sell |
24,811
-1,581
| -6% | -$38.1K | 0.29% | 88 |
|
|
2024
Q3 | $641K | Sell |
26,392
-426
| -2% | -$10.4K | 0.25% | 105 |
|
|
2024
Q2 | $639K | Buy |
26,818
+4,450
| +20% | +$106K | 0.33% | 81 |
|
|
2024
Q1 | $533K | Hold |
22,368
| – | – | 0.26% | 86 |
|
|
2023
Q4 | $535K | Buy |
22,368
+712
| +3% | +$17K | 0.3% | 86 |
|
|
2023
Q3 | $505K | Buy |
21,656
+6,411
| +42% | +$150K | 0.31% | 82 |
|
|
2023
Q2 | $358K | Buy |
+15,245
| New | +$358K | 0.26% | 88 |
|