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Blue Square Asset Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Blue Square Asset Management’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$916K Sell
37,799
-10,621
-22% -$257K 0.37% 37
2026
Q1 		$1.17M Sell
48,420
-931
-2% -$22.6K 0.56% 36
2025
Q4 		$1.2M Buy
49,351
+9,101
+23% +$221K 0.53% 35
2025
Q3 		$978K Sell
40,250
-770
-2% -$18.6K 0.43% 38
2025
Q2 		$995K Buy
41,020
+119
+0.3% +$2.88K 0.47% 41
2025
Q1 		$990K Buy
40,901
+131
+0.3% +$3.16K 0.53% 39
2024
Q4 		$981K Sell
40,770
-200
-0.5% -$4.82K 0.49% 44
2024
Q3 		$996K Buy
40,970
+3,545
+9% +$85.3K 0.53% 45
2024
Q2 		$891K Buy
+37,425
New +$889K 0.52% 49
2024
Q1 		– Sell
-38,108
Closed -$909K – 47
2023
Q4 		$911K Sell
38,108
-757
-2% -$17.8K 0.61% 54
2023
Q3 		$907K Buy
+38,865
New +$910K 0.67% 42
2023
Q2 		– Hold
0
– – – 60
2023
Q1 		– Hold
0
– – – 13
2022
Q4 		– Sell
-35,673
Closed -$828K – 14
2022
Q3 		$824K Buy
35,673
+9,085
+34% +$216K 0.56% 12
2022
Q2 		$633K Buy
+26,588
New +$639K 1.36% 34

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HCM
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RW
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AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM