Granite Bay Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,500
| Closed | -$274K | – | 50 |
|
|
2024
Q2 | $274K | Hold |
11,500
| – | – | 0.15% | 56 |
|
|
2024
Q1 | $274K | Sell |
11,500
-902,000
| -99% | -$21.5M | 0.16% | 67 |
|
|
2023
Q4 | $21.4M | Hold |
913,500
| – | – | 0.19% | 55 |
|
|
2023
Q3 | $21.4M | Buy |
913,500
+899,000
| +6,200% | +$21.1M | 0.21% | 53 |
|
|
2023
Q2 | $340K | Buy |
14,500
+4,000
| +38% | +$93.8K | 0.32% | 37 |
|
|
2023
Q1 | $249K | Buy |
+10,500
| New | +$249K | 0.17% | 62 |
|