Godsey & Gibb Inc’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,195	Closed	-$53.3K	–	400
2024 Q3	$53.3K	Sell	2,195 -4,250	-66%	-$102K	0.01%	171
2024 Q2	$154K	Sell	6,445 -1,520	-19%	-$36.1K	0.02%	129
2024 Q1	$190K	Sell	7,965 -595	-7%	-$14.2K	0.02%	107
2023 Q4	$205K	Sell	8,560 -2,085	-20%	-$49K	0.02%	103
2023 Q3	$248K	Sell	10,645 -5,090	-32%	-$119K	0.03%	91
2023 Q2	$369K	Sell	15,735 -8,135	-34%	-$192K	0.04%	81
2023 Q1	$566K	Sell	23,870 -22,980	-49%	-$541K	0.07%	60
2022 Q4	$1.09M	Buy	+46,850	New	+$1.09M	0.21%	34
2022 Q2	–	Sell	-87,330	Closed	-$2.15M	–	134
2022 Q1	$2.15M	Buy	+87,330	New	+$2.21M	0.82%	14
2021 Q3	–	Sell	-94,400	Closed	-$2.51M	–	110
2021 Q2	$2.51M	Sell	94,400 -1,380	-1%	-$36.6K	1.5%	9
2021 Q1	$2.52M	Sell	95,780 -6,620	-6%	-$177K	0.31%	48
2020 Q4	$2.77M	Sell	102,400 -2,840	-3%	-$76.4K	0.37%	47
2020 Q3	$2.82M	Sell	105,240 -2,730	-3%	-$73.3K	0.43%	47
2020 Q2	$2.88M	Sell	107,970 -12,245	-10%	-$316K	0.46%	46
2020 Q1	$2.95M	Buy	120,215 +53,955	+81%	+$1.37M	0.56%	43
2019 Q4	$1.69M	Buy	+66,260	New	+$1.69M	0.24%	49