Crew Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-38,235
| Closed | -$929K | – | 147 |
|
2024
Q3 | $929K | Sell |
38,235
-8,195
| -18% | -$199K | 0.74% | 48 |
|
2024
Q2 | $1.11M | Sell |
46,430
-14,124
| -23% | -$336K | 0.88% | 23 |
|
2024
Q1 | $1.44M | Buy |
60,554
+24,270
| +67% | +$579K | 1.17% | 18 |
|
2023
Q4 | $867K | Buy |
36,284
+1,743
| +5% | +$41.7K | 0.88% | 28 |
|
2023
Q3 | $806K | Buy |
34,541
+15,347
| +80% | +$358K | 0.87% | 30 |
|
2023
Q2 | $450K | Buy |
+19,194
| New | +$450K | 0.51% | 45 |
|