IFP Advisors’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 | $9.95M | Buy |
410,121
+13,938
| +4% | +$338K | 0.28% | 67 |
|
|
2025
Q1 | $9.59M | Buy |
396,183
+40,424
| +11% | +$979K | 0.3% | 67 |
|
|
2024
Q4 | $8.56M | Buy |
355,759
+38,178
| +12% | +$919K | 0.28% | 68 |
|
|
2024
Q3 | $7.72M | Buy |
317,581
+24,702
| +8% | +$600K | 0.28% | 74 |
|
|
2024
Q2 | $6.98M | Buy |
292,879
+19,733
| +7% | +$470K | 0.28% | 74 |
|
|
2024
Q1 | $6.51M | Buy |
273,146
+11,109
| +4% | +$265K | 0.29% | 74 |
|
|
2023
Q4 | $6.26M | Buy |
262,037
+116,483
| +80% | +$2.78M | 0.3% | 75 |
|
|
2023
Q3 | $3.4M | Sell |
145,554
-11,421
| -7% | -$267K | 0.15% | 129 |
|
|
2023
Q2 | $3.68M | Sell |
156,975
-36,418
| -19% | -$855K | 0.15% | 131 |
|
|
2023
Q1 | $4.5M | Buy |
193,393
+54,251
| +39% | +$1.26M | 0.2% | 102 |
|
|
2022
Q4 | $3.26M | Buy |
139,142
+130,962
| +1,601% | +$3.06M | 0.09% | 236 |
|
|
2022
Q3 | $190K | Buy |
+8,180
| New | +$190K | 0.01% | 1442 |
|
|
2022
Q1 | – | Sell |
-3,007
| Closed | -$78K | – | 4567 |
|
|
2021
Q4 | $78K | Hold |
3,007
| – | – | ﹤0.01% | 1351 |
|
|
2021
Q3 | $80K | Hold |
3,007
| – | – | ﹤0.01% | 1341 |
|
|
2021
Q2 | $80K | Buy |
+3,007
| New | +$80K | ﹤0.01% | 1332 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3559 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3432 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3309 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3172 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3146 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3190 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3318 |
|
|
2019
Q1 | – | Sell |
-1,480
| Closed | -$34K | – | 2812 |
|
|
2018
Q4 | $34K | Sell |
1,480
-1,392
| -48% | -$32K | ﹤0.01% | 1815 |
|
|
2018
Q3 | $67K | Buy |
2,872
+852
| +42% | +$19.9K | ﹤0.01% | 1719 |
|
|
2018
Q2 | $47K | Hold |
2,020
| – | – | ﹤0.01% | 1933 |
|
|
2018
Q1 | $50K | Hold |
2,020
| – | – | ﹤0.01% | 1806 |
|
|
2017
Q4 | $50K | Buy |
2,020
+1,380
| +216% | +$34.2K | ﹤0.01% | 1802 |
|
|
2017
Q3 | $16K | Buy |
+640
| New | +$16K | ﹤0.01% | 2716 |
|