Beacon Pointe Advisors’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 | $11.4M | Buy |
468,791
+9,301
| +2% | +$226K | 0.12% | 161 |
|
|
2025
Q1 | $11.1M | Buy |
459,490
+7,268
| +2% | +$176K | 0.12% | 161 |
|
|
2024
Q4 | $10.9M | Buy |
452,222
+43,762
| +11% | +$1.05M | 0.12% | 159 |
|
|
2024
Q3 | $9.93M | Buy |
408,460
+18,819
| +5% | +$457K | 0.11% | 164 |
|
|
2024
Q2 | $9.28M | Buy |
389,641
+2,173
| +0.6% | +$51.8K | 0.11% | 168 |
|
|
2024
Q1 | $9.24M | Buy |
387,468
+28,945
| +8% | +$690K | 0.1% | 186 |
|
|
2023
Q4 | $8.57M | Buy |
358,523
+41,058
| +13% | +$981K | 0.1% | 181 |
|
|
2023
Q3 | $7.41M | Buy |
317,465
+74,766
| +31% | +$1.74M | 0.09% | 203 |
|
|
2023
Q2 | $5.7M | Buy |
242,699
+47,981
| +25% | +$1.13M | 0.09% | 197 |
|
|
2023
Q1 | $4.62M | Buy |
194,718
+118,880
| +157% | +$2.82M | 0.08% | 220 |
|
|
2022
Q4 | $1.77M | Buy |
75,838
+65,546
| +637% | +$1.53M | 0.03% | 381 |
|
|
2022
Q3 | $240K | Buy |
10,292
+737
| +8% | +$17.2K | 0.01% | 865 |
|
|
2022
Q2 | $227K | Buy |
+9,555
| New | +$227K | ﹤0.01% | 930 |
|