Creative Planning’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 | $12.2M | Sell |
504,893
-111,639
| -18% | -$2.71M | 0.01% | 459 |
|
|
2025
Q1 | $14.9M | Buy |
616,532
+19,861
| +3% | +$481K | 0.01% | 385 |
|
|
2024
Q4 | $14.4M | Buy |
596,671
+45,909
| +8% | +$1.11M | 0.01% | 359 |
|
|
2024
Q3 | $13.4M | Buy |
550,762
+59,110
| +12% | +$1.44M | 0.01% | 361 |
|
|
2024
Q2 | $11.7M | Buy |
491,652
+61,562
| +14% | +$1.47M | 0.01% | 370 |
|
|
2024
Q1 | $10.3M | Buy |
430,090
+133,365
| +45% | +$3.18M | 0.01% | 397 |
|
|
2023
Q4 | $7.09M | Buy |
296,725
+69,942
| +31% | +$1.67M | 0.01% | 471 |
|
|
2023
Q3 | $5.29M | Buy |
226,783
+58,147
| +34% | +$1.36M | 0.01% | 513 |
|
|
2023
Q2 | $3.96M | Buy |
168,636
+21,330
| +14% | +$501K | 0.01% | 587 |
|
|
2023
Q1 | $3.5M | Buy |
147,306
+50,937
| +53% | +$1.21M | 0.01% | 595 |
|
|
2022
Q4 | $2.25M | Buy |
96,369
+15,317
| +19% | +$358K | ﹤0.01% | 708 |
|
|
2022
Q3 | $1.87M | Buy |
81,052
+39,295
| +94% | +$908K | ﹤0.01% | 718 |
|
|
2022
Q2 | $993K | Buy |
+41,757
| New | +$993K | ﹤0.01% | 979 |
|