JAG
Journey Advisory Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Buy |
673,805
+2,006
| +0.3% | +$48.6K | 1.27% | 17 |
|
|
2025
Q1 | $16.3M | Buy |
671,799
+111,590
| +20% | +$2.7M | 1.33% | 17 |
|
|
2024
Q4 | $13.3M | Hold |
560,209
| – | – | 1.6% | 14 |
|
|
2024
Q3 | $13.3M | Hold |
560,209
| – | – | 1.6% | 14 |
|
|
2024
Q2 | $13.3M | Sell |
560,209
-13,974
| -2% | -$333K | 1.59% | 14 |
|
|
2024
Q1 | $13.7M | Buy |
+574,183
| New | +$13.7M | 1.69% | 14 |
|