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	31,503 -948	-3%	-$22.4K	0.07%	149
2023 Q1	$770K	Buy	32,451 +2,658	+9%	+$62.6K	0.08%	145
2022 Q4	$696K	Buy	29,793 +4,842	+19%	+$112K	0.08%	148
2022 Q3	$576K	Sell	24,951 -360	-1%	-$8.58K	0.07%	155
2022 Q2	$602K	Buy	25,311 +12,360	+95%	+$297K	0.07%	161
2022 Q1	$319K	Hold	12,951	–	–	0.03%	209
2021 Q4	$338K	Buy	12,951 +4,458	+52%	+$117K	0.04%	223
2021 Q3	$225K	Hold	8,493	–	–	0.03%	241
2021 Q2	$226K	Buy	8,493 +1,940	+30%	+$51.5K	0.03%	236
2021 Q1	$173K	Buy	6,553 +3,335	+104%	+$89.2K	0.02%	250
2020 Q4	$87K	Buy	3,218 +600	+23%	+$16.1K	0.01%	290
2020 Q3	$70K	Buy	+2,618	New	+$70.3K	0.01%	301