FMWA
Forvis Mazars Wealth 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 | $2.65M | Buy |
109,080
+10,400
| +11% | +$252K | 0.06% | 138 |
|
|
2025
Q1 | $2.39M | Sell |
98,680
-496
| -0.5% | -$12K | 0.06% | 137 |
|
|
2024
Q4 | $2.39M | Buy |
+99,176
| New | +$2.39M | 0.06% | 144 |
|
|
2024
Q3 | – | Sell |
-90,841
| Closed | -$2.16M | – | 153 |
|
|
2024
Q2 | $2.16M | Buy |
+90,841
| New | +$2.16M | 0.05% | 152 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 158 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 144 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 147 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 196 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 175 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 173 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 160 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 141 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 117 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 107 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 99 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 95 |
|
|
2021
Q1 | – | Sell |
-72,567
| Closed | -$1.97M | – | 96 |
|
|
2020
Q4 | $1.97M | Buy |
72,567
+32
| +0% | +$867 | 0.1% | 101 |
|
|
2020
Q3 | $1.95M | Buy |
72,535
+25
| +0% | +$670 | 0.11% | 91 |
|
|
2020
Q2 | $1.94M | Buy |
72,510
+3,944
| +6% | +$105K | 0.13% | 85 |
|
|
2020
Q1 | $1.68M | Buy |
+68,566
| New | +$1.68M | 0.14% | 77 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 88 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 86 |
|