HIA
Harbor Investment Advisory’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 | $1.88M | Buy |
77,630
+10,636
| +16% | +$258K | 0.17% | 103 |
|
|
2025
Q1 | $1.62M | Buy |
66,994
+5,829
| +10% | +$141K | 0.16% | 109 |
|
|
2024
Q4 | $1.47M | Buy |
61,165
+10,774
| +21% | +$259K | 0.14% | 115 |
|
|
2024
Q3 | $1.22M | Buy |
50,391
+12,430
| +33% | +$302K | 0.12% | 136 |
|
|
2024
Q2 | $904K | Buy |
37,961
+7,457
| +24% | +$178K | 0.09% | 161 |
|
|
2024
Q1 | $728K | Buy |
30,504
+9,672
| +46% | +$231K | 0.08% | 191 |
|
|
2023
Q4 | $498K | Buy |
20,832
+3,150
| +18% | +$75.3K | 0.06% | 214 |
|
|
2023
Q3 | $413K | Hold |
17,682
| – | – | 0.05% | 224 |
|
|
2023
Q2 | $415K | Hold |
17,682
| – | – | 0.06% | 243 |
|
|
2023
Q1 | $420K | Hold |
17,682
| – | – | 0.06% | 234 |
|
|
2022
Q4 | $413K | Buy |
17,682
+17,182
| +3,436% | +$401K | 0.06% | 229 |
|
|
2022
Q3 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 1010 |
|