J.W. Cole 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 | $1.79M | Buy |
+73,958
| New | +$1.79M | 0.04% | 455 |
|
|
2025
Q1 | – | Hold |
0
| – | -$1.89M | – | 1299 |
|
|
2024
Q4 | – | Sell |
-81,868
| Closed | -$1.99M | – | 258 |
|
|
2024
Q3 | $1.99M | Buy |
+81,868
| New | +$1.99M | 0.08% | 246 |
|
|
2022
Q4 | – | Sell |
-14,187
| Closed | -$328K | – | 753 |
|
|
2022
Q3 | $328K | Buy |
+14,187
| New | +$328K | 0.03% | 508 |
|