JDM Financial Group’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	$910K	Sell	37,508 -6,524	-15%	-$158K	0.43%	27
2025 Q1	$1.07M	Sell	44,032 -11,724	-21%	-$284K	0.54%	26
2024 Q4	$1.34M	Sell	55,756 -24,631	-31%	-$593K	0.7%	21
2024 Q3	$1.95M	Buy	+80,387	New	+$1.95M	1.06%	17