Baron Silver Stevens Financial Advisors’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 | $1.65M | Buy |
67,925
+8,440
| +14% | +$205K | 0.26% | 49 |
|
|
2025
Q1 | $1.44M | Sell |
59,485
-1,373
| -2% | -$33.2K | 0.25% | 51 |
|
|
2024
Q4 | $1.46M | Buy |
60,858
+3,331
| +6% | +$80.2K | 0.25% | 50 |
|
|
2024
Q3 | $1.4M | Buy |
+57,527
| New | +$1.4M | 0.24% | 49 |
|
|
2024
Q2 | – | Hold |
0
| – | -$1.35M | – | 46 |
|
|
2024
Q1 | – | Hold |
0
| – | -$1M | – | 45 |
|
|
2023
Q4 | – | Hold |
0
| – | -$300K | – | 46 |
|
|
2023
Q3 | – | Hold |
0
| – | -$507K | – | 80 |
|
|
2023
Q2 | – | Hold |
0
| – | -$432K | – | 61 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 61 |
|