CSIA
Conrad Siegel Investment Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $924K | Sell |
38,086
-20,477
| -35% | -$497K | 0.21% | 28 |
|
|
2025
Q1 | $1.42M | Buy |
58,563
+1,490
| +3% | +$36.1K | 0.36% | 21 |
|
|
2024
Q4 | $1.37M | Buy |
57,073
+10,119
| +22% | +$244K | 0.37% | 18 |
|
|
2024
Q3 | $1.14M | Buy |
46,954
+13,965
| +42% | +$339K | 0.31% | 19 |
|
|
2024
Q2 | $786K | Buy |
32,989
+629
| +2% | +$15K | 0.23% | 24 |
|
|
2024
Q1 | $772K | Buy |
+32,360
| New | +$772K | 0.23% | 24 |
|
|
2023
Q2 | – | Sell |
-14,576
| Closed | -$346K | – | 26 |
|
|
2023
Q1 | $346K | Buy |
14,576
+77
| +0.5% | +$1.83K | 0.31% | 19 |
|
|
2022
Q4 | $339K | Buy |
+14,499
| New | +$339K | 0.34% | 24 |
|