Avestar Capital’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-65,139
| Closed | -$1.7M | – | 377 |
|
2021
Q4 | $1.7M | Sell |
65,139
-11,585
| -15% | -$302K | 0.21% | 63 |
|
2021
Q3 | $2.03M | Buy |
76,724
+16,857
| +28% | +$447K | 0.26% | 57 |
|
2021
Q2 | $1.59M | Buy |
59,867
+4,836
| +9% | +$129K | 0.21% | 83 |
|
2021
Q1 | $1.46M | Buy |
55,031
+7,482
| +16% | +$198K | 0.33% | 61 |
|
2020
Q4 | $1.29M | Buy |
47,549
+2,369
| +5% | +$64.2K | 0.36% | 54 |
|
2020
Q3 | $1.21M | Buy |
45,180
+4,486
| +11% | +$120K | 0.4% | 46 |
|
2020
Q2 | $1.09M | Buy |
40,694
+5,848
| +17% | +$156K | 0.48% | 50 |
|
2020
Q1 | $855K | Buy |
+34,846
| New | +$855K | 0.47% | 53 |
|