JWCA
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J.W. Cole Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

J.W. Cole Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.78M Buy
73,579
+1,000
+1% +$24.2K 0.06% 260
2025
Q4 		$1.76M Buy
+72,579
New +$1.76M 0.04% 434
2025
Q3 		– Sell
-73,958
Closed -$1.79M – 471
2025
Q2 		$1.79M Buy
+73,958
New +$1.79M 0.04% 455
2025
Q1 		– Hold
0
– -$1.89M – 1299
2024
Q4 		– Sell
-81,868
Closed -$1.97M – 258
2024
Q3 		$1.99M Buy
+81,868
New +$1.97M 0.08% 246
2022
Q4 		– Sell
-14,187
Closed -$328K – 753
2022
Q3 		$328K Buy
+14,187
New +$338K 0.03% 508

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