Integrated Wealth Concepts’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 | $4.7M | Buy |
193,940
+43,142
| +29% | +$1.05M | 0.05% | 353 |
|
|
2025
Q1 | $3.65M | Buy |
150,798
+65,095
| +76% | +$1.58M | 0.04% | 388 |
|
|
2024
Q4 | $2.06M | Sell |
85,703
-2,073
| -2% | -$49.9K | 0.02% | 544 |
|
|
2024
Q3 | $2.13M | Buy |
87,776
+13,117
| +18% | +$319K | 0.03% | 526 |
|
|
2024
Q2 | $1.78M | Sell |
74,659
-10,257
| -12% | -$244K | 0.02% | 548 |
|
|
2024
Q1 | $2.03M | Sell |
84,916
-8,829
| -9% | -$211K | 0.03% | 513 |
|
|
2023
Q4 | $2.24M | Sell |
93,745
-2,095
| -2% | -$50.1K | 0.04% | 440 |
|
|
2023
Q3 | $2.24M | Buy |
95,840
+1,229
| +1% | +$28.7K | 0.04% | 420 |
|
|
2023
Q2 | $2.22M | Sell |
94,611
-3,565
| -4% | -$83.7K | 0.04% | 424 |
|
|
2023
Q1 | $2.33M | Sell |
98,176
-4,602
| -4% | -$109K | 0.05% | 354 |
|
|
2022
Q4 | $2.4M | Buy |
102,778
+5,467
| +6% | +$128K | 0.07% | 282 |
|
|
2022
Q3 | $2.25M | Sell |
97,311
-6,096
| -6% | -$141K | 0.07% | 255 |
|
|
2022
Q2 | $2.46M | Buy |
+103,407
| New | +$2.46M | 0.08% | 238 |
|