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Centricity Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Centricity Wealth Management’s Portfolio IBDR Stock Details IBDR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.2M Buy
131,761
+3,442
+3% +$83.5K 2.55% 11
2025
Q1 		$3.11M Buy
128,319
+9,194
+8% +$223K 2.82% 10
2024
Q4 		$2.87M Buy
+119,125
New +$2.87M 2.68% 9