Avior Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,399
Closed -$272K 2942
2024
Q1
$272K Hold
11,399
0.01% 614
2023
Q4
$272K Hold
11,399
0.02% 467
2023
Q3
$266K Buy
+11,399
New +$266K 0.02% 469