KPP Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
10,408
+11
| +0.1% | +$267 | 0.04% | 276 |
|
|
2025
Q1 | $252K | Buy |
10,397
+7
| +0.1% | +$169 | 0.05% | 260 |
|
|
2024
Q4 | $250K | Buy |
10,390
+2,000
| +24% | +$48.1K | 0.06% | 219 |
|
|
2024
Q3 | $204K | Buy |
+8,390
| New | +$204K | 0.05% | 248 |
|
|
2024
Q2 | – | Sell |
-11,986
| Closed | -$286K | – | 246 |
|
|
2024
Q1 | $286K | Buy |
+11,986
| New | +$286K | 0.08% | 190 |
|