KCM
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Kathmere Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Kathmere Capital Management’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 		$33.8M Buy
1,392,870
+114,491
+9% +$2.77M 2.09% 9
2025
Q4 		$31M Sell
1,278,379
-9,964
-0.8% -$242K 2.09% 9
2025
Q3 		$31.3M Buy
1,288,343
+153,076
+13% +$3.71M 2.23% 8
2025
Q2 		$27.5M Buy
1,135,267
+49,274
+5% +$1.19M 2.12% 8
2025
Q1 		$26.3M Buy
1,085,993
+99,007
+10% +$2.39M 2.24% 8
2024
Q4 		$23.8M Buy
986,986
+17,131
+2% +$413K 2.13% 9
2024
Q3 		$23.6M Sell
969,855
-131,317
-12% -$3.16M 2.21% 10
2024
Q2 		$26.2M Buy
1,101,172
+173,263
+19% +$4.11M 2.78% 9
2024
Q1 		$22.1M Buy
927,909
+71,290
+8% +$1.7M 2.53% 11
2023
Q4 		$20.5M Buy
+856,619
New +$20.1M 2.66% 11

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