Focus Partners Wealth’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 | $18.7M | Buy |
+771,761
| New | +$18.7M | 0.04% | 372 |
|
|
2025
Q1 | – | Sell |
-612,745
| Closed | -$14.7M | – | 371 |
|
|
2024
Q4 | $14.7M | Buy |
612,745
+39,402
| +7% | +$948K | 0.04% | 377 |
|
|
2024
Q3 | $13.9M | Buy |
573,343
+112,779
| +24% | +$2.74M | 0.04% | 342 |
|
|
2024
Q2 | $11M | Buy |
460,564
+445,587
| +2,975% | +$10.6M | 0.04% | 366 |
|
|
2024
Q1 | $357K | Hold |
14,977
| – | – | ﹤0.01% | 798 |
|
|
2023
Q4 | $358K | Buy |
+14,977
| New | +$358K | ﹤0.01% | 637 |
|