GWA
Gratus 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 | $32.1M | Buy |
1,325,063
+27,431
| +2% | +$665K | 4.87% | 6 |
|
|
2025
Q1 | $31.4M | Buy |
1,297,632
+39,467
| +3% | +$955K | 5.16% | 5 |
|
|
2024
Q4 | $30.3M | Buy |
1,258,165
+26,734
| +2% | +$643K | 4.85% | 4 |
|
|
2024
Q3 | $29.7M | Buy |
1,231,431
+59,721
| +5% | +$1.44M | 4.85% | 4 |
|
|
2024
Q2 | $28M | Buy |
1,171,710
+25,161
| +2% | +$602K | 4.83% | 4 |
|
|
2024
Q1 | $27.1M | Buy |
1,146,549
+104,439
| +10% | +$2.47M | 4.98% | 4 |
|
|
2023
Q4 | $24.9M | Buy |
+1,042,110
| New | +$24.9M | 4.91% | 5 |
|