Global Retirement Partners’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 | $11.8M | Buy |
+485,281
| New | +$11.8M | 0.29% | 72 |
|
2024
Q4 | $10.7M | Buy |
443,906
+25,300
| +6% | +$609K | 0.31% | 66 |
|
2024
Q3 | $10.2M | Buy |
418,606
+3,986
| +1% | +$96.9K | 0.31% | 70 |
|
2024
Q2 | $9.88M | Buy |
414,620
+27,426
| +7% | +$653K | 0.31% | 67 |
|
2024
Q1 | $9.23M | Buy |
387,194
+58,363
| +18% | +$1.39M | 0.34% | 63 |
|
2023
Q4 | $7.87M | Sell |
328,831
-20,252
| -6% | -$485K | 0.33% | 65 |
|
2023
Q3 | $8.11M | Buy |
349,083
+19,476
| +6% | +$452K | 0.41% | 50 |
|
2023
Q2 | $7.74M | Buy |
329,607
+84,435
| +34% | +$1.98M | 0.38% | 55 |
|
2023
Q1 | $5.84M | Buy |
245,172
+230,275
| +1,546% | +$5.48M | 0.31% | 67 |
|
2022
Q4 | $348K | Buy |
14,897
+1,893
| +15% | +$44.2K | 0.02% | 440 |
|
2022
Q3 | $298K | Buy |
+13,004
| New | +$298K | 0.02% | 471 |
|