Comprehensive Financial Consultants Institutional’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$217K | – | 177 |
|
|
2025
Q1 | – | Hold |
0
| – | -$215K | – | 172 |
|
|
2024
Q4 | – | Hold |
0
| – | -$218K | – | 163 |
|
|
2024
Q3 | – | Hold |
0
| – | -$213K | – | 160 |
|
|
2024
Q2 | – | Hold |
0
| – | -$214K | – | 155 |
|
|
2024
Q1 | – | Hold |
0
| – | -$214K | – | 153 |
|
|
2023
Q4 | – | Hold |
0
| – | -$209K | – | 147 |
|
|
2023
Q3 | – | Hold |
0
| – | -$228K | – | 151 |
|
|
2023
Q2 | – | Hold |
0
| – | -$230K | – | 150 |
|
|
2023
Q1 | – | Hold |
0
| – | -$230K | – | 146 |
|
|
2022
Q4 | – | Sell |
-9,694
| Closed | -$221K | – | 139 |
|
|
2022
Q3 | $221K | Hold |
9,694
| – | – | 0.15% | 145 |
|
|
2022
Q2 | $231K | Sell |
9,694
-1,098
| -10% | -$26.2K | 0.16% | 139 |
|
|
2022
Q1 | $259K | Hold |
10,792
| – | – | 0.18% | 136 |
|
|
2021
Q4 | $272K | Buy |
+10,792
| New | +$272K | 0.17% | 129 |
|