Executive Wealth 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
$3.7M Buy
153,756
+41,154
+37% +$991K 0.29% 87
2024
Q3
$2.74M Buy
112,602
+84,101
+295% +$2.04M 0.21% 101
2024
Q2
$679K Buy
28,501
+13,717
+93% +$327K 0.12% 67
2024
Q1
$351K Buy
+14,784
New +$351K 0.03% 180