BerganKDV Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $739K | Sell |
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|
2023
Q1 | $770K | Buy |
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|
2022
Q4 | $696K | Buy |
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|
2022
Q3 | $576K | Sell |
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|
2022
Q2 | $602K | Buy |
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|
2022
Q1 | $319K | Hold |
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|
2021
Q4 | $338K | Buy |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $226K | Buy |
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|
2021
Q1 | $173K | Buy |
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|
2020
Q4 | $87K | Buy |
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|
2020
Q3 | $70K | Buy |
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