Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,965
| Closed | -$96K | – | 830 |
|
|
2024
Q3 | $96K | Sell |
3,965
-259
| -6% | -$6.27K | 0.03% | 371 |
|
|
2024
Q2 | $100K | Sell |
4,224
-3,490
| -45% | -$82.6K | 0.03% | 351 |
|
|
2024
Q1 | $184K | Sell |
7,714
-1,822
| -19% | -$43.5K | 0.05% | 253 |
|
|
2023
Q4 | $227K | Sell |
9,536
-1,005
| -10% | -$23.9K | 0.07% | 228 |
|
|
2023
Q3 | $246K | Buy |
+10,541
| New | +$246K | 0.09% | 188 |
|
|
2023
Q1 | $306K | Buy |
+12,912
| New | +$306K | 0.12% | 162 |
|
|
2022
Q4 | – | Sell |
-27,793
| Closed | -$642K | – | 665 |
|
|
2022
Q3 | $642K | Sell |
27,793
-1,224
| -4% | -$28.3K | 0.26% | 84 |
|
|
2022
Q2 | $690K | Sell |
29,017
-2,533
| -8% | -$60.2K | 0.31% | 75 |
|
|
2022
Q1 | $778K | Sell |
31,550
-67
| -0.2% | -$1.65K | 0.31% | 87 |
|
|
2021
Q4 | $824K | Buy |
+31,617
| New | +$824K | 0.31% | 88 |
|