Kades & Cheifetz’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $427K | Buy |
17,743
+3,351
| +23% | +$80.7K | 0.22% | 72 |
|
2024
Q3 | $350K | Buy |
14,392
+151
| +1% | +$3.67K | 0.2% | 73 |
|
2024
Q2 | $339K | Buy |
14,241
+146
| +1% | +$3.48K | 0.21% | 72 |
|
2024
Q1 | $336K | Buy |
14,095
+91
| +0.6% | +$2.17K | 0.22% | 68 |
|
2023
Q4 | $335K | Buy |
14,004
+4,446
| +47% | +$106K | 0.24% | 66 |
|
2023
Q3 | $223K | Buy |
9,558
+28
| +0.3% | +$653 | 0.18% | 73 |
|
2023
Q2 | $224K | Hold |
9,530
| – | – | 0.17% | 74 |
|
2023
Q1 | $226K | Buy |
+9,530
| New | +$226K | 0.18% | 73 |
|