Great Diamond 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	$3.61M	Buy	148,846 +3,398	+2%	+$82.4K	0.76%	28
2025 Q1	$3.52M	Buy	145,448 +3,665	+3%	+$88.7K	0.96%	24
2024 Q4	$3.41M	Buy	+141,783	New	+$3.41M	0.88%	31
2023 Q1	–	Sell	-138,300	Closed	-$3.23M	–	222
2022 Q4	$3.23M	Buy	+138,300	New	+$3.23M	0.99%	31