Godshalk Welsh Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
64,700
+9,700
| +18% | +$235K | 0.97% | 29 |
|
|
2025
Q1 | $1.33M | Buy |
55,000
+8,200
| +18% | +$199K | 0.87% | 38 |
|
|
2024
Q4 | $1.13M | Buy |
46,800
+8,150
| +21% | +$196K | 0.73% | 45 |
|
|
2024
Q3 | $939K | Buy |
38,650
+7,900
| +26% | +$192K | 0.59% | 55 |
|
|
2024
Q2 | $732K | Buy |
30,750
+11,250
| +58% | +$268K | 0.49% | 64 |
|
|
2024
Q1 | $465K | Buy |
19,500
+5,000
| +34% | +$119K | 0.31% | 82 |
|
|
2023
Q4 | $347K | Buy |
+14,500
| New | +$347K | 0.25% | 94 |
|