Capital Advisors Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.6M | Buy |
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|
2025
Q1 | $57.6M | Buy |
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|
2024
Q4 | $53.4M | Buy |
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|
2024
Q3 | $50.6M | Buy |
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|
2024
Q2 | $47.5M | Buy |
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|
2024
Q1 | $45M | Buy |
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|
2023
Q4 | $41.4M | Buy |
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|
2023
Q3 | $32.2M | Sell |
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|
2023
Q2 | $33.1M | Sell |
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|
2023
Q1 | $34.1M | Sell |
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|
2022
Q4 | $67.2M | Sell |
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|
2022
Q3 | $70.4M | Sell |
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|
2022
Q2 | $78.9M | Sell |
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|
2022
Q1 | $95.3M | Buy |
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|
2021
Q4 | $99.7M | Buy |
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|
2021
Q3 | $97.9M | Buy |
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|
2021
Q2 | $94.1M | Buy |
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|
2021
Q1 | $87.6M | Buy |
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|
2020
Q4 | $82M | Buy |
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|
2020
Q3 | $76.9M | Buy |
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|
2020
Q2 | $75.9M | Buy |
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|
2020
Q1 | $62.7M | Sell |
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|
2019
Q4 | $65.4M | Buy |
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|
2019
Q3 | $55.5M | Hold |
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|
2019
Q2 | $55.5M | Buy |
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|
2019
Q1 | $4.81M | Sell |
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|
2018
Q4 | $27M | Sell |
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|
2018
Q3 | $28.5M | Sell |
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|
2018
Q2 | $31.8M | Buy |
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