Klingman & Associates’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Sell |
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|
2025
Q1 | $20.1M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $21.6M | Sell |
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|
2024
Q2 | $21.8M | Buy |
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|
2024
Q1 | – | Hold |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $24M | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Hold |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $15.3M | Buy |
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|
2022
Q2 | $11.8M | Buy |
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