CGA
Crescent Grove 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 | $1.47M | Sell |
60,812
-15,951
| -21% | -$387K | 0.14% | 92 |
|
|
2025
Q1 | $1.86M | Sell |
76,763
-430
| -0.6% | -$10.4K | 0.19% | 77 |
|
|
2024
Q4 | $1.86M | Hold |
77,193
| – | – | 0.18% | 80 |
|
|
2024
Q3 | $1.88M | Buy |
77,193
+9,125
| +13% | +$222K | 0.19% | 81 |
|
|
2024
Q2 | $1.62M | Buy |
68,068
+11,686
| +21% | +$278K | 0.18% | 83 |
|
|
2024
Q1 | $1.34M | Hold |
56,382
| – | – | 0.14% | 99 |
|
|
2023
Q4 | $1.35M | Buy |
56,382
+39,158
| +227% | +$936K | 0.15% | 92 |
|
|
2023
Q3 | $402K | Buy |
+17,224
| New | +$402K | 0.05% | 195 |
|