Bartlett & Co Wealth Management’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
Q1 | – | Sell |
-402
| Closed | -$9.68K | – | 1252 |
|
|
2024
Q4 | $9.68K | Hold |
402
| – | – | ﹤0.01% | 911 |
|
|
2024
Q3 | $9.77K | Hold |
402
| – | – | ﹤0.01% | 916 |
|
|
2024
Q2 | $9.58K | Hold |
402
| – | – | ﹤0.01% | 923 |
|
|
2024
Q1 | $9.59K | Hold |
402
| – | – | ﹤0.01% | 911 |
|
|
2023
Q4 | $9.6K | Sell |
402
-2,000
| -83% | -$47.7K | ﹤0.01% | 1009 |
|
|
2023
Q3 | $56.1K | Hold |
2,402
| – | – | ﹤0.01% | 643 |
|
|
2023
Q2 | $56.4K | Buy |
+2,402
| New | +$56.4K | ﹤0.01% | 646 |
|