Horizons 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
12,179
-540
| -4% | -$13.1K | 0.21% | 53 |
|
|
2025
Q1 | $308K | Hold |
12,719
| – | – | 0.23% | 49 |
|
|
2024
Q4 | $306K | Sell |
12,719
-1,006
| -7% | -$24.2K | 0.23% | 50 |
|
|
2024
Q3 | $334K | Hold |
13,725
| – | – | 0.26% | 47 |
|
|
2024
Q2 | $328K | Sell |
13,725
-941
| -6% | -$22.5K | 0.26% | 46 |
|
|
2024
Q1 | $351K | Hold |
14,666
| – | – | 0.23% | 46 |
|
|
2023
Q4 | $351K | Buy |
14,666
+1,579
| +12% | +$37.7K | 0.23% | 46 |
|
|
2023
Q3 | $305K | Hold |
13,087
| – | – | 0.22% | 52 |
|
|
2023
Q2 | $307K | Sell |
13,087
-223
| -2% | -$5.23K | 0.22% | 51 |
|
|
2023
Q1 | $316K | Sell |
13,310
-339
| -2% | -$8.04K | 0.23% | 47 |
|
|
2022
Q4 | $319K | Buy |
13,649
+1,471
| +12% | +$34.4K | 0.26% | 41 |
|
|
2022
Q3 | $281K | Sell |
12,178
-394
| -3% | -$9.09K | 0.26% | 41 |
|
|
2022
Q2 | $303K | Buy |
+12,572
| New | +$303K | 0.25% | 42 |
|