Highland Financial Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$257K Hold
2025
Q2
$256K Hold
2025
Q1
$256K Hold
2024
Q4
$255K Hold
2024
Q3
$257K Hold
2024
Q2
$252K Hold
2024
Q1
$252K Hold
2023
Q4
$253K Buy