BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $739K | Sell |
31,503
-948
| -3% | -$22.3K | 0.07% | 149 |
|
|
2023
Q1 | $770K | Buy |
32,451
+2,658
| +9% | +$63.1K | 0.08% | 145 |
|
|
2022
Q4 | $696K | Buy |
29,793
+4,842
| +19% | +$113K | 0.08% | 148 |
|
|
2022
Q3 | $576K | Sell |
24,951
-360
| -1% | -$8.31K | 0.07% | 155 |
|
|
2022
Q2 | $602K | Buy |
25,311
+12,360
| +95% | +$294K | 0.07% | 161 |
|
|
2022
Q1 | $319K | Hold |
12,951
| – | – | 0.03% | 209 |
|
|
2021
Q4 | $338K | Buy |
12,951
+4,458
| +52% | +$116K | 0.04% | 223 |
|
|
2021
Q3 | $225K | Hold |
8,493
| – | – | 0.03% | 241 |
|
|
2021
Q2 | $226K | Buy |
8,493
+1,940
| +30% | +$51.6K | 0.03% | 236 |
|
|
2021
Q1 | $173K | Buy |
6,553
+3,335
| +104% | +$88K | 0.02% | 250 |
|
|
2020
Q4 | $87K | Buy |
3,218
+600
| +23% | +$16.2K | 0.01% | 290 |
|
|
2020
Q3 | $70K | Buy |
+2,618
| New | +$70K | 0.01% | 301 |
|