Brandywine Oak Private Wealth’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
2021 Q1	–	Sell	-540,662	Closed	-$14.7M	–	278
2020 Q4	$14.7M	Buy	540,662 +35,756	+7%	+$969K	2.23%	13
2020 Q3	$13.5M	Buy	504,906 +41,275	+9%	+$1.11M	2.26%	12
2020 Q2	$12.4M	Buy	+463,631	New	+$12.4M	2.2%	13