Houlihan Financial Resource Group’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 | $5.34M | Sell |
220,299
-1,976
| -0.9% | -$47.9K | 2.21% | 13 |
|
|
2025
Q1 | $5.38M | Sell |
222,275
-3,366
| -1% | -$81.5K | 2.42% | 12 |
|
|
2024
Q4 | $5.43M | Buy |
225,641
+12,405
| +6% | +$299K | 2.32% | 13 |
|
|
2024
Q3 | $5.18M | Buy |
213,236
+16,978
| +9% | +$413K | 2.14% | 15 |
|
|
2024
Q2 | $4.68M | Buy |
196,258
+6,153
| +3% | +$147K | 3.19% | 9 |
|
|
2024
Q1 | $4.53M | Buy |
190,105
+21,962
| +13% | +$524K | 2.03% | 15 |
|
|
2023
Q4 | $4.02M | Buy |
168,143
+29,494
| +21% | +$705K | 1.95% | 16 |
|
|
2023
Q3 | $3.23M | Sell |
138,649
-2,446,995
| -95% | -$57M | 1.73% | 18 |
|
|
2023
Q2 | $61.1M | Buy |
2,585,644
+2,490,725
| +2,624% | +$58.8M | 1.9% | 18 |
|
|
2023
Q1 | $2.25M | Buy |
94,919
+42,263
| +80% | +$1M | 1.23% | 27 |
|
|
2022
Q4 | $1.24M | Buy |
52,656
+16,831
| +47% | +$396K | 0.71% | 33 |
|
|
2022
Q3 | $838K | Buy |
+35,825
| New | +$838K | 0.51% | 43 |
|