KA
Klingman & Associates’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 | $19.8M | Sell |
818,441
-10,314
| -1% | -$250K | 1.09% | 27 |
|
|
2025
Q1 | $20.1M | Buy |
+828,755
| New | +$20.1M | 1.23% | 25 |
|
|
2024
Q4 | – | Sell |
-890,755
| Closed | -$21.6M | – | 26 |
|
|
2024
Q3 | $21.6M | Sell |
890,755
-23,410
| -3% | -$569K | 1.34% | 24 |
|
|
2024
Q2 | $21.8M | Buy |
+914,165
| New | +$21.8M | 1.47% | 23 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 20 |
|
|
2023
Q4 | – | Sell |
-1,026,542
| Closed | -$24M | – | 18 |
|
|
2023
Q3 | $24M | Buy |
+1,026,542
| New | +$24M | 1.94% | 17 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 18 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 17 |
|
|
2022
Q4 | – | Sell |
-660,591
| Closed | -$15.3M | – | 19 |
|
|
2022
Q3 | $15.3M | Buy |
660,591
+165,132
| +33% | +$3.81M | 1.5% | 21 |
|
|
2022
Q2 | $11.8M | Buy |
+495,459
| New | +$11.8M | 1.15% | 26 |
|