Delap Wealth Advisory’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
Q3 | – | Sell |
-17,084
| Closed | -$407K | – | 84 |
|
|
2024
Q2 | $407K | Buy |
17,084
+8,542
| +100% | +$203K | 0.19% | 57 |
|
|
2024
Q1 | $204K | Sell |
8,542
-8,542
| -50% | -$204K | 0.08% | 244 |
|
|
2023
Q4 | $408K | Buy |
+17,084
| New | +$408K | 0.18% | 58 |
|
|
2023
Q3 | – | Sell |
-8,542
| Closed | -$200K | – | 55 |
|
|
2023
Q2 | $200K | Hold |
8,542
| – | – | 0.2% | 50 |
|
|
2023
Q1 | $203K | Buy |
+8,542
| New | +$203K | 0.21% | 55 |
|