BWM
BCS Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,176
| Closed | -$537K | – | 267 |
|
|
2025
Q1 | $537K | Buy |
22,176
+2,074
| +10% | +$50.2K | 0.14% | 141 |
|
|
2024
Q4 | $484K | Hold |
20,102
| – | – | 0.12% | 148 |
|
|
2024
Q3 | $488K | Hold |
20,102
| – | – | 0.21% | 93 |
|
|
2024
Q2 | $479K | Hold |
20,102
| – | – | 0.23% | 86 |
|
|
2024
Q1 | $479K | Buy |
20,102
+10,447
| +108% | +$249K | 0.15% | 136 |
|
|
2023
Q4 | $231K | Buy |
+9,655
| New | +$231K | 0.09% | 195 |
|