Avidian Wealth Enterprises’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
$373K Sell
15,371
-2,160
-12% -$52.4K 0.02% 397
2025
Q1
$424K Buy
17,531
+7,096
+68% +$172K 0.02% 341
2024
Q4
$251K Buy
+10,435
New +$251K 0.01% 436